Tag Archives: politics

US EVs and Critical Supply Chain Inputs

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Stephen Wilmot’s lede in his Wall Street Journal piece lays out a major outcome of the tariffs proposed by Progressive-Democratic President Joe Biden on a variety of EV inputs sourced from the People’s Republic of China.

Making cheap electric vehicles in America is getting even tougher.

And

Based on a crude calculation, the tariff increase could theoretically add roughly $1,000 to costs per standard-range Model 3—not unaffordable, but inconvenient when Tesla is desperate to remove costs wherever possible.

There are moves afoot that seek to alter that sourcing.

A response more in the spirit of US government policy would be to bring LFP [Lithium-Iron-Phosphate] battery production onshore.

And

One of the strings attached to the $7,500 tax credit available for EV purchases as part of the Inflation Reduction Act is now that no battery materials can come from a “foreign entity of concern,” a designation that includes China.

The problem with those kinds of moves, though, is that they’re woefully incomplete. The original input to those products is lithium, and the vast majority of that is mined in the PRC, and the vast majority of the lithium that is mined is refined in the PRC—including being shipped from non-PRC mines to the PRC for refining. It’s functionally the same for nickel, another major component of EV batteries (LFP batteries aren’t yet ready for prime time), the only difference is that most of the nickel is mined in PRC-owned mines in Africa.

Leave aside the idea of whether battery cars are anything other than another form of personal transportation, like the various external combustion engine-powered cars we’ve tried out over the years, or the original battery cars of a bit over 100 years ago.

The situation extends far beyond some battery inputs. Leaving ourselves dependent on an enemy nation for any of the Critical Item inputs to our economy is far more than an inconvenience, and far more expensive than just dollars spent on alternative sources. Our national security, our national freedom, depend on eliminating that dependence.

The ICC and its Sham Concern for Civilians

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The editors of The Wall Street Journal correctly point out the failure of the ICC to differentiate between legitimacy and terrorism vis-à-vis the war Hamas terrorists have inflicted on Israel, a war the terrorists intend to prosecute to the destruction of Israel, no matter the cost to Gazan civilians. It is a failure, I claim, borne of the ICC’s cynically constructed false equivalence between the terrorists and Israel. It’s an equivalence, I claim further, that’s borne of the ICC’s intrinsic antisemitic bigotry.

The worthies of the ICC are, after all, among the most talented and highly educated of us.

There’s one point, though, that badly wants an emphasis that’s sadly lacking otherwise.

The ICC claims Israel is “intentionally directing attacks against a civilian population….”

If, however, we take the terrorists’ claims of 35,000 undifferentiated Gazan casualties at face value, and the IDF’s claims that 10,000-12,000 of those were Hamas terrorists (the IDF uses the gentler term “combatants”), that’s a civilian to combatant casualty ratio of around 3 to 1. That’s an historic low ratio for urban warfare.

If the Israelis are deliberately directing attacks against the civilian population, they are truly atrociously bad shots.

They’re Not Journalists

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Just the News had a Saturday article that debunked the claims—claims actively supported by the press—by a plethora of insurers that climate change is responsible for their changing policies, increases in premiums and deductibles, and growing numbers of exclusion clauses in the policies they do sell.

I’m interested in one apologia for the press offered by Ryan Maue, a research meteorologist [emphasis added].

Journalists aren’t equipped to go into the studies. They’re not economists. They’re not climate scientists. They’re journalists. They’re supposed to ask questions and dig deeper by going to ask all the sources, or go find experts either to talk on the record or off the record. And for whatever reason, this field just does not do that.

No, they’re not journalists. Among other criteria for journalism and those who claim to practice the form was a long ago editorial criterion requiring a journalist to produce two (or more) on-the-record sources to corroborate any number of anonymous claims the journalist might include in his piece. The journalism practice, the practice’s editors, and the practice’s writers have long since walked away from that criterion.

The question then becomes: what concrete, publicly measurable standard of journalistic integrity is used today in the practice of journalism? The answer is none. At least that’s the implication from the myriad times I’ve asked that question of a number of those claiming to be journalists, and the zero times I’ve gotten a response.

The current crop are not journalists; they are proselytizers when they’re not being propagandists.

Trading with the Enemy

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A letter writer in The Wall Street Journal‘s Sunday Letters section put it succinctly regarding free global trade:

I support free global trade except with countries that cheat and steal and use slave labor.

He wrote that in the context of his decrial of the People’s Republic of China as attempting to rule all of Asia and the global economy.

The PRC’s goal is broader than that; PRC President Xi Jinping has said in so many words that his goal for the PRC is to supplant the US as the world’s sole superpower, which would give the PRC the political, economic, and military power to control our own national actions.

From that, I would add to the letter-writer’s criteria for free global trade: no trade, free or otherwise (beyond, perhaps, non-critical commodity goods), with enemy nations. That would include Russia, Iran, and northern Korea, as well as the PRC.

An aside (but not too far over): it’s common to decry northern Korea’s use of slave labor, but I submit that that is something of a misnomer. Using slave labor implies that other laborers aren’t slaves, holding their jobs—or not—voluntarily. In northern Korea, though, all of the unfortunates resident there—every single one of them—are slaves of the thugs that rule over that gang territory.

Why Is He Hesitating?

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Two Presidential candidate debates have been agreed between former Republican President Donald Trump and current Progressive-Democrat President Joe Biden: one each on CNN, ABC, and a putative VP candidate debate on Fox.

However, while Trump has agreed to do four debates–

I have accepted a fourth Presidential Debate against Crooked Joe Biden, this time with NBC & Telemundo….

–he says, in essence, the more the merrier, Biden is refusing. Jen O’Malley Dillon, formerly Biden’s White House Deputy Chief of Staff and currently his Presidential campaign chair, had this:

President Biden made his terms clear for two one-on-one debates, and Donald Trump accepted those terms. No more games. No more chaos, no more debate about debates.

Why is Biden so reluctant to accept any more debates, especially in front of an Hispanic audience? Does he care so little about them? Is he simply writing them off? Or is Dillon or other of his advisors concerned about his ability to hold it together through more debates?

After all, there is the 2020 track record of debates during which Trump’s behavior often was erratic, and Biden has bragged about having beaten Trump in those debates. Why pass on the opportunity to beat him more times this year?

Update: Corrected to reflect that there are only two debates, so far, between Trump and Biden.