Knowing this, China is pushing ahead with its strategy to convert its cars to E.V.s. The day when a war similar to the semiconductor war will break out over the automobile industry is near.
The following is from JOE BIDEN RUIN THE WORLD, published on December 31, 2020, by Masahiro Miyazaki, on the strong recommendation of a leading reader friend.
He is the opposite of the so-called scholars who sit at their desks and read the Asahi Shimbun’s editorials and is the equivalent of Umesao Tadao, who based his work as an ethnologist and anthropologist on fieldwork.
It is no exaggeration to say that he has surpassed Tadao Umesao in his vigorous research and writings to understand the present and achievements.
This book is full of facts that the majority of Japanese people do not know at all.
It is a must-read book not only for the Japanese people but for people all over the world.
P163
The “next” battlefield seen from the rare earth embargo
As mentioned above, on December 1, 2020, China enacted an “Export Control Law” similar to that of the United States.
While the U.S. has embargoed the cutting-edge technology that is the basis for manufacturing products, it is evident that China will embargo the rare piles of earth that are the basic raw materials.
It is a severe problem, especially in the automobile industry.
In terms of exhaust gas regulations, Europe is leading the way.
In 2005, Europe introduced the “Euro 4” exhaust gas regulations, which were strict enough to halve PM (particulate matter) and NOx (nitrogen oxides) emissions from diesel passenger cars and to require gasoline passenger cars to halve C.O. (carbon monoxide), hydrocarbons, and NOx emissions.
Euro 5, introduced in 2009, requires even more drastic reductions than Euro 4, such as an 80% reduction of PM and 20% reduction of NOx in diesel passenger cars, and a 25% reduction of hydrocarbons and NOx in each gasoline passenger car.
Currently, “Euro 6” is applied in the E.U., which requires “diesel cars to be as clean as gasoline cars.
Because of the reality that it is irrational to produce two types of vehicles, one that complies with the emission regulations and one that does not, automakers, including those in Japan, have been complying with the Euro regulations one after another.
The regulations of various countries are also gradually being adapted to the Euro regulations.
The Euro regulations also apply to motorcycles.
The key to reducing exhaust emissions is weight reduction and electronic control of engines, drives, etc.
As a result of the continuous tightening of environmental regulations, automobiles and motorcycles have become a mass of electronic components.
It will increase the demand for rare piles of earth.
As mentioned above, magnesium, barium carbonate for ceramists and capacitors, dysprosium for E.V. motors, and other materials are currently used in automotive parts.
China holds the majority of the market share for these materials.
The United States, Australia, and other developed countries also have rare earth deposits, but mining involves health hazards to workers and environmental pollution.
The reality is that mining has not been aggressively pursued due to the reluctance of lawsuits.
As Mao Zedong said about a “nuclear war,” “Even if half the world’s population dies, there are still 300 million people in China.” In China, where the price of life is low, rare piles of the earth are actively mined at the cost of human lives, and they are being used as strategic materials.
China is also applying its price of life to other countries.
Many of the mining areas for rare metals, such as cobalt, which is essential for cutting automobile engines and high-speed rotary presses, are located in African countries. Still, China has suppressed most mining areas and is busy mining day and night at the cost of human lives.
As seen from the rare piles of earth, the next battleground in the Sino-American war will be the automobile industry, which the U.S. considers a “sanctuary.
While the U.S., with its predominantly gasoline-powered cars, lacks the will to embark on E.V.s, China and European countries have set the probably unattainable goal of eliminating gasoline-powered vehicles by 2035.
It is easy to understand when you think of a model car, but E.V.s are easier to produce and have lower profit margins than gasoline cars.
With its E.V.s and uncrewed vehicles, Tesla has proven that even a start-up company can compete with the existing major automobile companies.
Tesla has abandoned the U.S. and moved into China, where it has already produced 500,000 cars, and its market capitalization exceeded that of Toyota at one point.
In the unlikely event that E.V.s become the world’s mainstream, the U.S. will lose its competitive edge in the traditional auto industry.
Knowing this, China is pushing ahead with its strategy to convert its cars to E.V.s.
The day when a war similar to the semiconductor war will break out over the automobile industry is near.
This article continues.