Reading through this is so painful
I think a huge underlying issue is not being given enough attention
Ukraine primary exporter of neon/PD semi conductors to US
Taiwan primary exporter of rare semis to the entire world
Semi conductors will fuel all modern economies, it is quite clear Russia will concede losses in their market for this agenda. Not to mention their major assets are oil , gas , gold and what is happening to each of these? The sanctions and even cutting them from swift will hurt but Russia has contingencies with SPFS and probably even CIPS if it came to it.
Russia won’t expand passed Ukraine so reinforcing Germany and NATO nations is just theatrics
And aside from Ukraine semi conductors, the US doesn’t have much skin in the game and isn’t as vulnerable to gas /oil energy crisis that Europe is going through.
The real question is what next? If China chooses to take Taiwan, then the US is in a very precarious semi conductor position. Furthermore what happens with rate hikes with energy costs increasing.
Too much garbage to sift through so idk if u have already commented, if you have I’m sorry. I would be interested in your thoughts particularly as a neutral resident European
This post was edited by Bazi on Feb 25 2022 03:40pm