What's happening in China?

[onawah]

MYSTERIOUS - China Threatens to 'Nuke Japan' and then THIS Appeared in the Desert - Episode #302
The China Show
380K subscribers
Feb 13, 2026

"INSANE EPISODE! - From ICBM found in the desert, to Japan threats, Shanghai literally sinks into the ground as subway collapses, and sooooo much more! "

Source: https://youtube.com/watch?v=1g_Zjq2-nnc

[onawah]

FBI Refocuses on CCP-Related Threats
China in Focus - NTD
800K subscribers
Premiered Feb 9, 2026

"FBI Director Kash Patel says President Donald Trump is backing the return of the China Initiative. The program, which ended under the Biden administration, targeted criminal activity tied to the Chinese Communist Party. Arrests for Chinese espionage reportedly rose 40 percent during the first year of Trump’s second term.

A major shift in Japan’s political landscape. Prime Minister Sanae Takaichi secured a sweeping supermajority victory. Reactions are coming in from Trump and China’s Foreign Ministry.

Hong Kong media tycoon Jimmy Lai has been sentenced to 20 years in prison in the city’s most severe national security case to date. World leaders are condemning the ruling.

The White House is backing Taiwan’s $40 billion push to boost defense spending. Details on infighting among the island’s political parties over the proposal.

“Appearance violations.” That’s the official reason a Chinese singer has been repeatedly banned on Chinese social media. His resemblance to Chinese Communist Party leader Xi Jinping has become an issue for the regime. "

00:00 Intro
01:12 FBI’s Focus Returns to CCP-Related Threats
02:59 Takaichi Wins Snap Election; Trump, China Respond
05:53 Hong Kong Jails China Critic Jimmy Lai for 20 Years
07:41 WH Backs Taiwan’s Plan to Raise Defense Spending
08:46 Honduras Weighs Taiwan Ties After Trump Meeting
10:10 Singer-Actor Repeatedly Banned for Resembling Xi Jinping
11:15 Farmers Seek Land Pay, Workers Demand Owed Wages
12:11 Japan’s Takaichi Secures Landslide Win in Snap Election | Analysis
15:43 U.S. to Bring China Under New Nuclear Arms Control?
18:36 What’s Next in U.S.-China Relations?

Source: https://youtube.com/watch?v=A2Q-Q1tNsO0

**********

Pentagon to Work With USDA to Protect US Farmland
China in Focus - NTD
800K subscribers
Premiered Feb 11, 2026

"Protecting U.S. military bases from China: The War and Agriculture departments are joining forces to block Chinese companies from buying American land.

Lawmakers are sounding the alarm over foreign money flowing into U.S. nonprofits—especially from China—and its influence on American society.

The United States won’t decouple from China—only de-risk. Treasury Secretary Scott Bessent says the United States and China are going to be rivals, but the relationship can still be productive.

Congress sends a message to China: Any invasion of Taiwan will have consequences. The House passed the PROTECT Taiwan Act, outlining how the United States would respond to threats.

Taiwan’s president is pressing lawmakers to pass a stalled $40 billion defense budget. Part of the funding would go toward purchasing American weapons."

00:00 Intro
01:19 Pentagon to Work With USDA to Protect U.S. Farmland
03:06 Lawmakers: CCP Influence Targeting U.S. Nonprofits
05:57 How Is the CCP Operating in the U.S.?
06:06 Nonprofits Have Ties to CCP Entities and Interests
09:58 Can CCP Exploit Nonprofits With Political Spending?
12:58 Bessent: U.S. and China Will Remain Rivals
14:02 U.S. Warns Nvidia Over China Military AI Chip Sales
15:36 House Passes Protect Taiwan Act
16:22 Taiwan President Pushes $40B Defense Budget
17:46 78-Year-Old Jimmy Lai Sentenced to 20 Years
20:51 Rep. Smith: Security Law Ruinous of Hong Kong
21:31 Trump Expected to Visit China in April

Source: https://youtube.com/watch?v=WHnkknWjJQs

*************

Utah forces Chinese Company to sell land
China in Focus - NTD
800K subscribers
2/13/26

"A Chinese company has been forced to sell land near a U.S. military site—a win for Utah’s government.

Marrying U.S. military members to gain base access appears to be another Beijing-linked scheme. Lawsuits and arrests are underway.

The CIA takes action: A Mandarin recruiting video targets Chinese officers after a rare military purge sparks backlash. The video says, “Anyone with leadership qualities is bound to be subject to suspicion and ruthlessly eliminated.”

The United States and Taiwan have struck a trade deal—bolstering the island nation’s defense against Beijing’s threats.

Japan seizes a Chinese fishing boat and arrests its captain, and China protests.

China is also helping Russia sidestep U.S. sanctions, with tens of thousands of cars exported through China."

00:00 Intro
01:01 Utah forces Chinese Company to sell land
01:44 Phony marriages for U.S. military base access
04:02 CIA video recruiting Chinese officers as spies
05:49 U.S. warns on China’s deals in Venezuela
07:39 A declining China‑Venezuela relationship
08:26 U.S.‑Taiwan reach reciprocal trade deal
10:35 New NATO Arctic mission to defend against Russia, China
11:07 Japan seizes Chinese fishing boat, arrests skipper
11:41 2 Chinese nat’ls charged with spying on Buddhist group
12:52 Foreign cars flow into Russia via China
14:41 China deal offers zero tariffs to S. African exports
15:12 Lessons from China’s Cultural Revolution: Xi van Fleet

Source: https://youtube.com/watch?v=1NFjrejSNOg

[norman]

How The Super Elites Plan to Live Forever- and Why China is BOOMING because of This Dirty Secret
Ninoscorner - 3 hours ago


Jan Jekielek is the Epoch Times senior editor and author of the book "Killed to Order". In this podcast he describes the secret the elites use to live forever and why China is the the #1 BOOMING industry in catering for this horrific act.


https://rumble.com/v75u9r6-how-the-s...s=src_v1_upp_v


Source: https://www.rumble.com/video/v73nlqy/?pub=4

[onawah]

Things are always worse in China than you might think...
China’s Death Vans Just Got So Much Worse - Disturbing Footage & New Leaks
laowhy86
1.01M subscribers
Aug 19, 2025

"Just when I thought China's Death Vans couldn't get any worse."

Source: https://youtube.com/watch?v=GxDCvbYoUeM

****************

Inside China's Disturbing Death Vans - They're Real, Common, and Very Scary (Unseen Footage)
laowhy86
1.01M subscribers
Feb 29, 2024

"China's Death Vans are not only real... they are terrifying... and way more common than I thought. "

Source: https://youtube.com/watch?v=MI8cOvGX_Nw

[onawah]

Millions Watched China’s ‘Advanced Robots’ - We Found the Truth and it's Hilarious - Episode #303
The China Show
380K subscribers

(The segment on Chinese Robotics starts at 55 minutes into the video, the "Soft Power Hour", but it's not so much hilarious as it is disturbing. )

"The robots at the gala are absolutely NOT what you think they are. There's so much more happening in China, we cannot begin tell you how important this episode is."

Source: https://youtube.com/watch?v=ZMa0jjTEb6k

******************

Why a Ming Emperor’s Death Haunts China Today
Lei's Looking Glass
73.1K subscribers
Feb 19, 2026

"After a banned history book went viral, online metaphors and historical parallels exploded, turning an ancient tragedy into a mirror for today’s anxieties. Why are so many people comparing the last Ming emperor, Chongzhen Emperor, to today’s leader, Xi Jinping? This episode unpacks the parallels in upbringing and rule—personal control, deep mistrust, and endless purges that hollowed out institutions. It also revisits how economic pressure pushed the rebel Li Zicheng into uprising, and why similar social stresses worry many today. As crowds gather at the crooked tree in Jingshan Park, history becomes a mirror—and a warning."

Source: https://youtube.com/watch?v=Y6GQOFCHje4

[onawah]

China Tried to Erase Them… Now They’re Back - Episode #304
The China Show
381K subscribers
2/27/26


"China's most hated subculture is back, and China isn't happy about it. Massive explosions, chaos, and instability rips through China, and tons and tons more!"

Source: https://youtube.com/watch?v=5E89s5wiTmI

[AuCo]

Posted by onawah (here)
China Tried to Erase Them… Now They’re Back - Episode #304
The China Show
381K subscribers
2/27/26


"China's most hated subculture is back, and China isn't happy about it. Massive explosions, chaos, and instability rips through China, and tons and tons more!"

Source: https://youtube.com/watch?v=L7lWSnKnADI

Wrong video link?

[onawah]

OOPS! Apologies
Here's the correct one:

Source: https://youtube.com/watch?v=5E89s5wiTmI

Posted by AuCo (here)

Posted by onawah (here)
China Tried to Erase Them… Now They’re Back - Episode #304
The China Show
381K subscribers
2/27/26


"China's most hated subculture is back, and China isn't happy about it. Massive explosions, chaos, and instability rips through China, and tons and tons more!"

Wrong video link?

[edina]

The more I watch Lei, the more she earns my respect for her analytical ability to think in geopolitical terms. She's just a great common sense thinker and she understands both the world global political arena in general, as well as the Chinese culture. She just gets better and better.

In this recent live talk she discusses the repercussions of the Epic Fury Iran operation within the Chinese political context. Very insightful.

The best thinkers on this topic are talking about it within the larger context of the GCC, Venezuela, Cartels, Ukraine, Russia, Muslim Brotherhood, the Al-Qaeda, Hamza Bin Laden, led Islam Army, terrorists in partnership with cartels, as proxies to Iran, which is a proxy of China. Lei doesn't go into these other aspects, but she adds solid "big picture" thinking that compliments the overall thinking process.

Iran’s Decapitation Sends Shockwaves to Zhongnanhai-Lei's Real Talk

Source: https://youtube.com/watch?v=3cEG1TgkY3Y

Iran’s decapitation after a massive U.S.–Israel strike is sending shockwaves far beyond the Middle East — all the way to Zhongnanhai. With President Trump’s visit to Beijing just weeks away, the timing has major strategic implications. From China’s oil dependence on Iran to broader geopolitical alignments with Russia, Tehran’s crisis could reshape U.S.–China calculations. Is this just a regional conflict or a warning to authoritarian powers? We break down the strategic, economic, and psychological impact of Iran’s decapitation on global dynamics.

Of special note is how there is a sort of shift in thinking among the Chinese people regarding the Republic of China (ROC), aka Taiwan. It's an interesting development. And one that likely makes the CCP very uneasy.

In addition to her analysis of how Epic Fury in Iran is likely to affect what's happening in China she brings up a couple of other points I want to highlight.

She mentioned the Chinese elderly who died this winter because they couldn't afford gas, after the ban on coal and wood-burning.

And, a bit concerning, how China is trying to export it's organ-harvesting operations into Canada.

I think her insights into the how authoritarian powers think is useful to keep in mind, when thinking about China, Epic Fury in Iran, and the overall geo-political landscape.

[onawah]

Agreed, Lei is an excellent source.

Posted by edina (here)
The more I watch Lei, the more she earns my respect for her analytical ability to think in geopolitical terms. She's just a great common sense thinker and she understands both the world global political arena in general, as well as the Chinese culture. She just gets better and better.

[onawah]

China’s Iran Involvement-Everything You Need to Know/BREAKING SPECIAL REPORT
The China Show
381K subscribers
Streamed live 3/3/26

"Iran and China - joined at the hip? A disaster waiting to happen? What's the deal? Find out the best and worst case scenarios for China."

Source: https://youtube.com/watch?v=mXu_oAiWZ2c

[onawah]

BREAKING UPDATE - China TERRIFIED as Iran’s Military Disaster Exposes a Huge Problem - Episode #305
The China Show
382K subscribers
3/6/26

"Iran and China's alliance is not going well - and China is absolutely terrified at something that just exposed their true weakness."

Source: https://youtube.com/watch?v=oUnXxV3ob90

[Johnnycomelately]

Posting here, because China. Could also interest watchers of AI, of China proxies like Iran, or of the tenuous current rare earth supply chain.

Apologies to Shakespeare, ”Out, damned sot!”

Article seems to be an investors guide. Checkout the disclaimers at the end lol.

https://oilprice.com/Energy/Energy-G...akthrough.html

How China’s Rare Earth Ban Backfired into a U.S. Tech Breakthrough

By Tom Kool - Mar 01, 2026, 7:00 PM CST

In a typical Chinese rare earth processing plant, 200 workers move through a maze of massive chemical tanks, risking life and limb to produce the materials that power everything from fighter jets and missile components to cellphones.

Hundreds of these facilities operate across China, and they give Beijing overwhelming control over the single most critical choke point in the modern industrial economy.

But now, in Saskatchewan, Canada, a hi-tech plant of engineers and chemists is beginning to break that monopoly.

The facility is built around an AI enabled operating system that minimizes waste, reduces exposure to hazardous materials, and creates a cleaner, more secure processing chain.

And one company has locked in exclusive rights to the vast majority of what that plant produces.

That company is REalloys (NASDAQ: ALOY).

It operates in the part of the rare earth supply chain that barely exists outside China - the step where strategic independence is actually won or lost.

As President Trump pointed out, it isn’t rare earths that are critical to national security, it's the “rare processing” industry.

Digging minerals out of the ground is relatively easy. Turning them into finished metals and alloys for fighter jets, drones, missile guidance systems, and advanced radar is something else entirely.

That’s where Western supply chains break down, and where REalloys is fighting to make a difference.

The company operates its own metallization facility in Euclid, Ohio, built on nearly a decade of R&D with the U.S. Department of Energy and Department of Defense. It also holds an exclusive offtake agreement with the Saskatchewan Research Council (SRC), the government-backed group behind the AI-powered processing plant.

Here’s how the chain works: SRC refines rare earth feedstock sourced from allied nations across four continents. REalloys takes delivery in Ohio, converts those metals into defense-grade alloys and magnets, and has confirmed contracts with the U.S. defense industrial base.

Every critical step happens on North American soil - with no Chinese chemicals, no Chinese technology, and no Chinese capital.

As REalloys’ Head of R&D, Andy Sherman, puts it: “Concentrates are commodities. Materials are commitments.”

The Pentagon doesn’t buy rocks. It buys finished, defense-qualified materials.

And that’s exactly what this supply chain delivers.

How China Accidentally Created Its Biggest Competition

When REalloys (NASDAQ: ALOY) processing partner began developing its first commercial rare earth separation facility, China controlled the overwhelming majority of global export technology. Following China’s 2020 export control law, access to that technology became restricted.

So the team ultimately designed and built its own separation, control and automation systems domestically – establishing independent Western rare earth processing capability.

What they ended up with was an alternative to Chinese technology with better output and without the supply chain risk.

As a result, the facility has automated the most labor-intensive step of rare earth processing, separating up to 17 chemically similar elements into the specific rare earths you need.

In a Chinese plant, this process requires over 200 workers managing chemical tanks and adjusting valves manually. The Saskatchewan facility was able to reduce this by approximately 80 workers and an AI that receives thousands of data points every second and can make the necessary adjustments that no human team could coordinate.

The plant was deliberately built at about 25-30% the capacity of a full-scale Chinese commercial facility, essentially a demonstration plant to prove the technology. At a fraction of the size, however, it already has the capability to produce much higher purity metals and higher output than Chinese plants.

Commercial production is expected to start in early 2027, once the plant reaches full production REalloys (NASDAQ: ALOY) expects to receive approximately 460 tonnes of defense-grade rare earth metals per year. That material becomes the permanent magnets inside the next generation of Western defense systems like fighter jets, missiles, and drones.

Why This Matters Right Now

Most people have heard that China dominates the rare earths market, about 90% of the world's rare earths are processed there. What they haven't thought through is what that actually means when the supply gets cut off.

Japan figured this out decades ago and built strategic stockpiles covering two to three years of national consumption. The United States, however, has stockpiled nothing. Neither has Europe.

We've been running on just-in-time supply from a country that issues rare earth export licenses on a monthly basis. If Beijing is happy with you this month, you get your allocation. If they're not, they cut it.

When China briefly restricted exports last year, a Ford plant was forced to shut down almost immediately. When Trump threatened 100% tariffs, China's response was simple: no more processed rare earths. Trump backed off very quickly.

Now consider the effects on the military side. In 2024, Ukraine produced 1.2 million combat drones, every single magnet in every one of them was manufactured in China. An F-35 carries 435 kilos of rare earths. A next-gen U.S. destroyer needs 4.5 tons. A nuclear submarine needs 1.5 tons.

Without a secure supply of these materials, none of those systems get built, which means China effectively holds a kill switch over Western defense production.

The Pentagon knows it, too. That's why new procurement rules taking effect January 1, 2027, will ban Chinese-sourced rare earths from the entire U.S. defense supply chain, from the mine all the way through to the finished product.

That means every defense contractor in the country will need a qualified, non-Chinese source. REalloys is positioning to be that source.

"1% Reliance on China Is 100% Reliance on China"

There's a reality in the rare earth industry that most companies haven't seemed to fully consider: 1% reliance on China is 100% reliance on China. If any single input in your supply chain comes from Beijing, your entire operation is one phone call away from shutting down.

REalloys' (NASDAQ: ALOY) supply chain has no Chinese inputs at any stage, processing technology, furnaces, chemicals, AI systems, or consumables. All of it is sourced outside China.

Most of the competition can't say the same. You can mine rare earths in the U.S., build your own processing plant, and still be one supply disruption away from a shutdown.

That’s because critical parts like graphite anodes need replacing several times a week, and right now they only come from China. Starting from zero, it would realistically take five to seven years to build what REalloys already has.

What Makes This Opportunity Different

REalloys has exclusive rights to defense-grade rare earth metals through the Saskatchewan facility, including the heavy rare earths, Dysprosium and Terbium, that dramatically increase a magnet's performance.

Light rare earths go into washing machines and consumer EVs. Heavy rare earths, on the other hand, go into F-35 fighter jet engines and missile guidance systems. REalloys plays the scarcer, more strategically critical end of the market, at a fraction of the valuation.

Their Ohio facility converts those metals into finished alloys and magnets, and scaled production is expected to scale up to 18,000 tonnes per year of heavy rare earth permanent magnets. At that level, REalloys expects to become the largest producer of refined Dysprosium and Terbium outside of China.

Washington has taken notice as well. REalloys has secured a $200 million letter of intent from the U.S. EXIM Bank. And the board reads less like a commodities company and more like a national security briefing, including a former Vice Chief of Staff of the U.S. Army, the President of GM Defense, an executive formerly from top defense companies like Raytheon and Boeing, the former Premier of Saskatchewan, and the President of Palantir Canada.

The Pentagon’s deadline is now months away, while competitors are still 5 to 7 years behind.

REalloys (NASDAQ: ALOY) expects to be the only company with a fully operational, non-Chinese, mine-to-magnet supply chain when it arrives, powered by six people and an AI that outperforms plants with 80 workers on the floor.

Despite what most believe, the rare earth story was never about who has the raw material in the ground. It's about who can turn the raw material into something the Pentagon can actually use, and right now, that answer seems to be REalloys.

By. Tom Kool

The AI boom is triggering an unexpected and unprecedented bull run in natural gas and power stocks. If you aren't paying attention to the energy demands of data centers, you will miss the biggest energy story of the decade. The smart money is already quietly moving into the few companies prepared to power the trillion-dollar AI machine.

Oilprice Intelligence brings you the inside view on where the next gains will come from, breaking down the market's biggest growth driver with analysis from veteran oilmen and experts. Click here to get this crucial intel for free

IMPORTANT NOTICE AND DISCLAIMER

FORWARD LOOKING STATEMENTS
This publication contains forward-looking statements, including statements regarding expected continual growth of the featured companies and/or industry. The Publisher notes that statements contained herein that look forward in time, which include everything other than historical information, involve risks and uncertainties that may affect the companies’ actual results of operations. Factors that could cause actual results to differ include, but are not limited to, changing governmental laws and policies concerning, among other things, recreational and medical cannabis sales, success of the company’s proprietary technology, the size and growth of the market for the company’s products and services, the company’s ability to fund its capital requirements in the near term and long term, pricing pressures, etc.

SHARE OWNERSHIP
Neither the author nor the publisher, Oilprice.com, was paid to publish this communication concerning REalloys (NASDAQ: ALOY). However, the owner of Oilprice.com owns shares and/or stock options of the featured company and therefore has an incentive to see the featured company’s stock perform well. The owner of Oilprice.com may buy or sell shares of the featured company at any time including at or near the time you receive this communication. This share ownership should be viewed as a major conflict with our ability to be unbiased. This is why we stress that you conduct extensive due diligence as well as seek the advice of your financial advisor or a registered broker-dealer before investing in any securities.

This communication is not, and should not be construed to be, an offer to sell or a solicitation of an offer to buy any security. Neither this communication nor the Publisher purport to provide a complete analysis of any company or its financial position. The Publisher is not, and does not purport to be, a broker-dealer or registered investment adviser. This communication is not, and should not be construed to be, personalized investment advice directed to or appropriate for any particular investor. Any investment should be made only after consulting a professional investment advisor and only after reviewing the financial statements and other pertinent corporate information about the company. Further, readers are advised to read and carefully consider the Risk Factors identified and discussed in the advertised company’s SEC, SEDAR and/or other government filings. Investing in securities is speculative and carries a high degree of risk. Past performance does not guarantee future results. This communication is based on information generally available to the public and does not contain any material, non-public information. The information on which it is based is believed to be reliable. Nevertheless, the Publisher cannot guarantee the accuracy or completeness of the information.

INDEMNIFICATION/RELEASE OF LIABILITY
By reading this communication, you acknowledge that you have read and understand this disclaimer, and further that to the greatest extent permitted under law, you release the Publisher, its affiliates, assigns and successors from any and all liability, damages, and injury from this communication. You further warrant that you are solely responsible for any financial outcome that may come from your investment decisions.

TERMS OF USE
By reading this communication you agree that you have reviewed and fully agree to the Terms of Use found here http://oilprice.com/terms-and-conditions If you do not agree to the Terms of Use http://oilprice.com/terms-and-conditions, please contact Oilprice.com to discontinue receiving future communications.

INTELLECTUAL PROPERTY
Oilprice.com is the Publisher’s trademark. All other trademarks used in this communication are the property of their respective trademark holders. The Publisher is not affiliated, connected, or associated with, and is not sponsored, approved, or originated by, the trademark holders unless otherwise stated. No claim is made by the Publisher to any rights in any third-party trademarks