🚨 CHINA JUST CORNERED A METAL WALL STREET HAS NEVER HEARD OF
And it’s about to rewrite the rules of global supply chains.
📅 On February 4, 2025, Beijing quietly restricted exports of bismuth.
What happened next was a masterclass in supply chain power:
→ Prices surged 600% in 6 weeks — from $6 to $40/lb.
→ Metal exports collapsed 93.2% in one month.
→ The Pentagon began emergency stockpiling, planning to buy 5.16 million pounds — 18% of all non-Chinese annual supply — for the next 5 years.
Why?
China controls 81% of global bismuth production.
Not just dominance — near-total capture.
🛑 But here’s what they’re not telling you:
Bismuth oxide — a processed form — is exempt from export controls.
In the same month metal exports crashed, oxide exports rose 18%.
This isn’t a blockade. It’s a filter.
China isn’t cutting supply.
They’re choosing buyers, setting premiums, and deciding who gets access.
🇺🇸 Meanwhile, the U.S. hasn’t produced primary bismuth since 1997 — and sold off its strategic stockpile that same year.
The free-market assumption that “markets will always provide” has been exposed as catastrophically naive.
⚠️ The countdown is on:
By June 2026, the West must either fast-track new projects like the NICO mine — or face structural shortages in pharmaceuticals, defense tech, and advanced electronics.
🔑 The real story isn’t bismuth.
It’s that we built trillion-dollar industries on supply chains we don’t control.
Beijing just handed us the bill.
What’s next — and which “minor” metal is targeted next?
Pay attention. The playbook is now public.
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