๐จ๐จ๐ณ ๐ฅ China's Historic Breakthrough in Aviation History: Turned Carbon Dioxide Into Jet Fuel
Chinese scientists are advancing a technology that converts greenhouse gases into aviation fuel โ moving it out of the laboratory and toward large-scale industrial production.
A team from the Shanghai Advanced Research Institute of the Chinese Academy of Sciences has unveiled an industrial pathway for converting carbon dioxide directly into jet fuel.
๐ธ The process effectively runs combustion in reverse: waste gas reacts with water, reassembling molecules into energy-dense liquid fuel.
๐ธ For years, two obstacles hindered the technology โ carbon chains struggled to grow, and the yield of valuable long-chain products remained low.
๐ธ Chinese scientists overcame these barriers using an iron-based catalyst modified with potassium and aluminium.
๐ธ At just 330ยฐC and moderate pressure, the catalyst produces 453.7 milligrams of heavy olefins per gram of catalyst per hour.
๐ธ The fraction convertible directly into jet fuel reaches 252.7 milligrams per gram per hour.
๐ธ The catalyst maintained stable performance through an 800-hour continuous run โ a strong indicator that the technology is ready for industrial scale-up.
Planes require continuous, high-density energy that batteries cannot provide. While alternatives such as waste cooking oil offer limited supply, the COโ route promises scalable production.
Chinese scientists expect this pathway to reach cost parity within a decade โ transforming a greenhouse gas from a global liability into a strategic asset.
This breakthrough strengthens China's push for energy independence by turning emissions into strategic fuel. It positions China to influence future aviation fuel standards and supply chains globally. If scaled, it could reduce reliance on oil imports, reshaping energy geopolitics.
@NewRulesGeoโ Follow us on X
Chinese scientists are advancing a technology that converts greenhouse gases into aviation fuel โ moving it out of the laboratory and toward large-scale industrial production.
A team from the Shanghai Advanced Research Institute of the Chinese Academy of Sciences has unveiled an industrial pathway for converting carbon dioxide directly into jet fuel.
๐ธ The process effectively runs combustion in reverse: waste gas reacts with water, reassembling molecules into energy-dense liquid fuel.
๐ธ For years, two obstacles hindered the technology โ carbon chains struggled to grow, and the yield of valuable long-chain products remained low.
๐ธ Chinese scientists overcame these barriers using an iron-based catalyst modified with potassium and aluminium.
๐ธ At just 330ยฐC and moderate pressure, the catalyst produces 453.7 milligrams of heavy olefins per gram of catalyst per hour.
๐ธ The fraction convertible directly into jet fuel reaches 252.7 milligrams per gram per hour.
๐ธ The catalyst maintained stable performance through an 800-hour continuous run โ a strong indicator that the technology is ready for industrial scale-up.
Planes require continuous, high-density energy that batteries cannot provide. While alternatives such as waste cooking oil offer limited supply, the COโ route promises scalable production.
Chinese scientists expect this pathway to reach cost parity within a decade โ transforming a greenhouse gas from a global liability into a strategic asset.
This breakthrough strengthens China's push for energy independence by turning emissions into strategic fuel. It positions China to influence future aviation fuel standards and supply chains globally. If scaled, it could reduce reliance on oil imports, reshaping energy geopolitics.
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๐จ๐จ๐ณ Chinaโs Truck-Mounted Nuclear Reactor: New Frontier in Mobile Energy
China is testing what has been described as the "world's first 10-megawatt vehicle-mounted nuclear power unit" โ a prototype nuclear reactor compact enough to be carried on a truck.
The announcement was made by Wu Yican, Chief Scientific Adviser to the Institute of Nuclear Energy Safety Technology at the Hefei Institute of Physical Science in a statement to Science and Technology Daily. Wu described the device as a "nuclear power bank" โ a next-generation nuclear energy system offering decades of operational life without recharging.
Its listed applications include:
๐ Power output: up to 10 MW(e) โ enough to supply a mediumโsized AI data centre.
๐ Operational life: โdecades without rechargingโ (i.e. no refuelling for the entire design life).
๐ Size: highly compact, able to be carried on a standard truck.
Intended applications: remote regions, islands, emergency backup, ship propulsion, space systems, and AI/dataโcentre support.
๐ธThe timing is notable
Global tech giants including Microsoft and Google are already exploring small modular reactors (SMRs) to meet AI's massive power demands. China is positioning itself at the forefront of this nuclear-AI convergence.
Domestically, China already operates 59 commercial nuclear units, generating 467.7 billion kilowatt-hours in 2025 โ accounting for 4.82% of national electricity demand. China's first SMR, the Linglong One, is also scheduled to begin commercial operations in the first half of 2026.
Wu predicted that over the next decade, nuclear science will drive changes in industrial safety, advanced manufacturing, medicine and other fields.
๐ธConclusion
The truckโmounted 10 MW nuclear reactor being tested in China represents a tangible step toward mobile, highโdensity, carbonโfree power. Its success could offer a new model for supplying reliable electricity to AI data centres and other critical facilities, while further cementing Chinaโs role as a leader in advanced nuclear technology.
@NewRulesGeoโ Follow us on X
China is testing what has been described as the "world's first 10-megawatt vehicle-mounted nuclear power unit" โ a prototype nuclear reactor compact enough to be carried on a truck.
The announcement was made by Wu Yican, Chief Scientific Adviser to the Institute of Nuclear Energy Safety Technology at the Hefei Institute of Physical Science in a statement to Science and Technology Daily. Wu described the device as a "nuclear power bank" โ a next-generation nuclear energy system offering decades of operational life without recharging.
Its listed applications include:
Intended applications: remote regions, islands, emergency backup, ship propulsion, space systems, and AI/dataโcentre support.
๐ธThe timing is notable
Global tech giants including Microsoft and Google are already exploring small modular reactors (SMRs) to meet AI's massive power demands. China is positioning itself at the forefront of this nuclear-AI convergence.
Domestically, China already operates 59 commercial nuclear units, generating 467.7 billion kilowatt-hours in 2025 โ accounting for 4.82% of national electricity demand. China's first SMR, the Linglong One, is also scheduled to begin commercial operations in the first half of 2026.
Wu predicted that over the next decade, nuclear science will drive changes in industrial safety, advanced manufacturing, medicine and other fields.
๐ธConclusion
The truckโmounted 10 MW nuclear reactor being tested in China represents a tangible step toward mobile, highโdensity, carbonโfree power. Its success could offer a new model for supplying reliable electricity to AI data centres and other critical facilities, while further cementing Chinaโs role as a leader in advanced nuclear technology.
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๐จ๐ฎ๐ท The Iran Conflict's Hidden Crisis: Global Fertilizer Supply in Freefall
Since the Iran conflict began on February 28, 2026, following the US-Israeli Operation Epic Fury and closure of the Strait of Hormuz, the consequences have extended far beyond oil and gas โ they are now threatening global food security.
The Middle East accounts for ~45% of global urea trade, the world's most widely used nitrogen fertilizer. According to commodities consultancy CRU Group, 55โ60% of the region's urea output has potentially been halted โ a figure that encompasses production disruptions in Qatar, UAE, Saudi Arabia, Bahrain, and Oman.
๐ธAccording to Bloomberg and ship-tracking firm Kpler, since the conflict began:
๐ Only 11 ships carrying fertilizer have transited the Strait
๐ Just 4 of those carried urea
๐ 44 fertilizer vessels remain stranded in the Persian Gulf
๐ Nearly half are laden with urea
"The market problem is not just lost production, but products that cannot move," said Senior CRU analyst Pranshi Goyal.
๐ธPrice Surge
๐ Urea prices have surged approximately 50% since the war began
๐ Ammonia prices rose roughly 20%
๐ US port urea prices rose over 25%, prompting the American Farm Bureau Federation to write directly to President Trump warning of a national security-level "production shock"
Producers are using vessels as floating storage, but full ships can't exit and empty ones can't enter. If storage fills up, plants face forced shutdownsโand "nitrogen plant restarts are not a switch," warns CRU's Pranshi Goyal.
The world's top urea importersโIndia (18%), Brazil (10%), China (8%)โare most exposed. The UN is seeking a safe shipping corridor for fertilizer and humanitarian goods, but no agreement yet. Food inflation risk is rising.
@NewRulesGeoโ Follow us on X
Since the Iran conflict began on February 28, 2026, following the US-Israeli Operation Epic Fury and closure of the Strait of Hormuz, the consequences have extended far beyond oil and gas โ they are now threatening global food security.
The Middle East accounts for ~45% of global urea trade, the world's most widely used nitrogen fertilizer. According to commodities consultancy CRU Group, 55โ60% of the region's urea output has potentially been halted โ a figure that encompasses production disruptions in Qatar, UAE, Saudi Arabia, Bahrain, and Oman.
๐ธAccording to Bloomberg and ship-tracking firm Kpler, since the conflict began:
"The market problem is not just lost production, but products that cannot move," said Senior CRU analyst Pranshi Goyal.
๐ธPrice Surge
Producers are using vessels as floating storage, but full ships can't exit and empty ones can't enter. If storage fills up, plants face forced shutdownsโand "nitrogen plant restarts are not a switch," warns CRU's Pranshi Goyal.
The world's top urea importersโIndia (18%), Brazil (10%), China (8%)โare most exposed. The UN is seeking a safe shipping corridor for fertilizer and humanitarian goods, but no agreement yet. Food inflation risk is rising.
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๐จ๐จ๐ณ ๐บ๐ธ PENTAGON IN PANIC MODE: CHINA WILL MATCH U.S. NAVAL POWER BY THE 2030s
America is showing off its huge navy in the Iran war โ with 20 warships, 3 aircraft carriers, and over 100 daily strikes from far away. But China is watching โ and saying: "That's exactly how NOT to do it." Beijing is following the same global strength, but smarter.
๐ธ The US Navy is the only fleet today that can sustain months-long, high-intensity operations thousands of km from home bases โ China is rapidly closing that gap.
๐ธ China is expanding its fleet with new aircraft carriers, helicopter carriers, and large landing ships specifically designed for operations far beyond Taiwan.
๐ธ By the early 2030s, China will be ready for complex missions like supporting friendly countries with sea and air forces โ according to expert Sidharth Kaushal of the Royal United Services Institute (RUSI.)
๐ธ Key challenges remain: the โfirst island chainโ (Japan-Taiwan-Philippines) blocks easy access to the open ocean, only one overseas base in Djibouti, and a remaining lag in quiet nuclear-powered attack submarines.
๐ธ China is investing in big manned warships as essential command centers for drones, lasers, railguns, and energy weapons โ plus they handle real-world diplomatic tasks like boarding ships to control sea routes
๐ธ Instead of copying the US model, China is carefully analyzing its weaknesses: vulnerable carriers, heavy reliance on complex supply lines, and the steep political price of endless global missions.
๐ธ This is shaping a smarter alternative strategy โ prioritizing strong regional dominance supported by advanced tech, drone swarms, and asymmetric tools rather than pure worldwide power projection.
Do you think China will have a powerful global naval presence by 2030?
@NewRulesGeoโ Follow us on X
America is showing off its huge navy in the Iran war โ with 20 warships, 3 aircraft carriers, and over 100 daily strikes from far away. But China is watching โ and saying: "That's exactly how NOT to do it." Beijing is following the same global strength, but smarter.
๐ธ The US Navy is the only fleet today that can sustain months-long, high-intensity operations thousands of km from home bases โ China is rapidly closing that gap.
๐ธ China is expanding its fleet with new aircraft carriers, helicopter carriers, and large landing ships specifically designed for operations far beyond Taiwan.
๐ธ By the early 2030s, China will be ready for complex missions like supporting friendly countries with sea and air forces โ according to expert Sidharth Kaushal of the Royal United Services Institute (RUSI.)
๐ธ Key challenges remain: the โfirst island chainโ (Japan-Taiwan-Philippines) blocks easy access to the open ocean, only one overseas base in Djibouti, and a remaining lag in quiet nuclear-powered attack submarines.
๐ธ China is investing in big manned warships as essential command centers for drones, lasers, railguns, and energy weapons โ plus they handle real-world diplomatic tasks like boarding ships to control sea routes
๐ธ Instead of copying the US model, China is carefully analyzing its weaknesses: vulnerable carriers, heavy reliance on complex supply lines, and the steep political price of endless global missions.
๐ธ This is shaping a smarter alternative strategy โ prioritizing strong regional dominance supported by advanced tech, drone swarms, and asymmetric tools rather than pure worldwide power projection.
Do you think China will have a powerful global naval presence by 2030?
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๐จ๐ท๐บ๐ฎ๐ท IRAN WAR PROVES: NATO IS NOT READY TO FACE RUSSIA
The Iran war showed the world that NATO stayed on the sidelines โ yet it exposed serious weaknesses that would make any fight against Russia very difficult for the alliance.
๐ธ AMMO RUNNING OUT FAST: The US used up about half its Patriot missiles. French Aster and Mica stocks dropped quickly in just weeks. Russia produces 6,000 to 7,000 attack drones every month, UKโs RUSI expert Justin Bronk reports.
๐ธ AIR POWER LIMITS: Iran launched over 5,000 missiles and drones despite US attacks. This proves heavy bombing alone cannot win modern wars. Russiaโs deep strike and drone tactics are working well.
๐ธ WEAK NAVIES: Britainโs HMS Dragon took three weeks to deploy, then returned due to technical problems. Many European fleets are underinvested and not ready after years of focusing only on land forces.
๐ธ GROWING DISUNITY: Europe ignored Trumpโs calls for support. Trump called NATO a โpaper tiger.โ This raises real doubts about whether the US would fully commit if Russia acts.
Do you think NATO is capable of sustaining a prolonged DIRECT war against Russia, or will it continue to use Ukraine as cannon fodder?
@NewRulesGeoโ Follow us on X
The Iran war showed the world that NATO stayed on the sidelines โ yet it exposed serious weaknesses that would make any fight against Russia very difficult for the alliance.
๐ธ AMMO RUNNING OUT FAST: The US used up about half its Patriot missiles. French Aster and Mica stocks dropped quickly in just weeks. Russia produces 6,000 to 7,000 attack drones every month, UKโs RUSI expert Justin Bronk reports.
๐ธ AIR POWER LIMITS: Iran launched over 5,000 missiles and drones despite US attacks. This proves heavy bombing alone cannot win modern wars. Russiaโs deep strike and drone tactics are working well.
๐ธ WEAK NAVIES: Britainโs HMS Dragon took three weeks to deploy, then returned due to technical problems. Many European fleets are underinvested and not ready after years of focusing only on land forces.
๐ธ GROWING DISUNITY: Europe ignored Trumpโs calls for support. Trump called NATO a โpaper tiger.โ This raises real doubts about whether the US would fully commit if Russia acts.
Do you think NATO is capable of sustaining a prolonged DIRECT war against Russia, or will it continue to use Ukraine as cannon fodder?
@NewRulesGeo
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The U.S. Navy is undertaking a significant review of its future aircraft carrier force. Years of cost overruns, technical delays, and reliability issues with the Ford-class have forced the Navy to reconsider its entire carrier strategy.
Each Ford-class ship costs well over $13 billion, making them among the most expensive military platforms in history.
๐ธ The Ford class was designed to replace older Nimitz-class carriers on a one-for-one basis, incorporating EMALS catapults, advanced arresting gear, improved nuclear reactors, and automation that reduces crew size.
๐ธ These features are intended to increase sortie generation rates, reduce long-term operating costs, and enhance combat capability.
๐ธ Years of cost overruns, delays, and technical issues โ particularly with new catapult and weapons elevator systems.
๐ธ Questions have risen in political and military circles about whether the benefits justify the $13 billion price tag per ship.
Possible outcomes:
๐ธ An updated or modified Ford design incorporating lessons learned.
๐ธ A shift to smaller "light carriers" with fewer aircraft but greater numbers and survivability against anti-ship missiles.
๐ธ Slowing production, modifying design, or cancelling some planned vessels.
Despite uncertainties, the Navy is not abandoning carriers. Senior officials emphasize they remain central to U.S. military strategy, providing power projection, deterrence, and flexibility.
But the USS Gerald R. Ford has demonstrated persistent maintenance challenges โ underscoring the risks of introducing so many innovations at once.
The United States Navy faces a pivotal choice between maintaining dominance and managing unsustainable costs. While supercarriers retain considerable combat capabilities, they are becoming more and more difficult to justify in terms of cost and vulnerability.
Emerging threats and budget pressures are forcing a rethink of traditional naval doctrine. The future fleet may prioritize flexibility and survivability over sheer size and prestige.
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๐จ๐ฎ๐ท ๐จ๐ณ IRAN WAR JUST BLEW UP AMERICAโS CHINA WAR PLANS
The short war with Iran didnโt just burn through US missiles โ it proved America is nowhere near ready for a real fight with China.
๐ธ MISSILE STOCKPILES GUTTED: In just the first 40 days, the US fired off huge amounts of its best air defense and attack missiles.
๐ธ BASES TURNED INTO EASY TARGETS: US bases in the Middle East got hammered by Iranian drones, missiles, and jets โ buildings wrecked, radars destroyed, and troops forced to work from hotels.
๐ธ AIR DEFENSES FAILED HARD: Iran knocked out key US radars and ground defenses, showing they canโt protect bases even against a weaker enemy.
๐ธ STAND-OFF WEAPONS DIDNโT WORK: US only destroyed about 50% of Iranโs missiles and launchers โ they couldnโt stop the attacks completely. China has way more, Western sources reports.
๐ธ NO REAL AIR OR SEA CONTROL: US planes still faced risks and Navy ships had to stay far away. Their blockade let many Iranian ships through.
๐ธ DRONE PROBLEM EXPOSED: Iran beat the US in drone use (air and sea). America is far behind, while China is the world leader โ no โhellscapeโ for Chinese forces.
Americaโs whole Pacific strategy relies on these same bases, carriers, and long-range strikesโฆ and they just failed against Iran.
Do you think the U.S. stands a chance in a great power war against China?
@NewRulesGeoโ Follow us on X
The short war with Iran didnโt just burn through US missiles โ it proved America is nowhere near ready for a real fight with China.
๐ธ MISSILE STOCKPILES GUTTED: In just the first 40 days, the US fired off huge amounts of its best air defense and attack missiles.
๐ธ BASES TURNED INTO EASY TARGETS: US bases in the Middle East got hammered by Iranian drones, missiles, and jets โ buildings wrecked, radars destroyed, and troops forced to work from hotels.
๐ธ AIR DEFENSES FAILED HARD: Iran knocked out key US radars and ground defenses, showing they canโt protect bases even against a weaker enemy.
๐ธ STAND-OFF WEAPONS DIDNโT WORK: US only destroyed about 50% of Iranโs missiles and launchers โ they couldnโt stop the attacks completely. China has way more, Western sources reports.
๐ธ NO REAL AIR OR SEA CONTROL: US planes still faced risks and Navy ships had to stay far away. Their blockade let many Iranian ships through.
๐ธ DRONE PROBLEM EXPOSED: Iran beat the US in drone use (air and sea). America is far behind, while China is the world leader โ no โhellscapeโ for Chinese forces.
Americaโs whole Pacific strategy relies on these same bases, carriers, and long-range strikesโฆ and they just failed against Iran.
Do you think the U.S. stands a chance in a great power war against China?
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๐จ๐จ๐ณ Strait of Malacca: World's Next Flashpoint After Hormuz?
The Strait of Hormuz has dominated global headlines since late February 2026 โ but a strategically more consequential move is taking shape in Southeast Asia โ one that fits a recognizable pattern of US strategic encirclement of China.
On April 13, 2026, Washington signed a Major Defense Cooperation Partnership (MDCP) with Indonesia, covering military modernisation, joint training, and maritime defense technologies. The US is also seeking expanded access to Indonesian airspace โ a request Jakarta says is still under "careful review." But the framework is already in place.
๐ธWhy Malacca Matters
๐ 75โ80% of China's imported oil transits the strait daily
๐ 24% of all global seaborne trade flows through it
๐ At its narrowest โ the Phillips Channel โ it is just 2.8 km wide
๐ No adequate alternative exists: detours add 1,000โ1,500 nautical miles or 10โ15 extra days at sea
China's alternatives โ the Myanmar pipeline (440,000 bpd vs. 11 million daily import needs), Central Asian pipelines (~10% of imports), the CPEC via Gwadar, and seasonal Arctic routes โ fall drastically short.
The US doesn't need to fire a shot. Naval presence near the Phillips Channel and military access to Indonesian facilities creates economic coercion without direct conflict โ the same logic applied at Hormuz.
Any disruption paralyses the entire Global South โ India, Southeast Asia, and East Africa all depend on Malacca for food, fuel, and industrial imports. Singapore's 40 million containers and Malaysia's Port Klang would be effectively frozen.
Indonesia holds co-sovereignty over the strait alongside Malaysia and Singapore. But history shows that once US military infrastructure embeds itself in a region, the terms of sovereignty tend to shift.
Indonesia has so far maintained its traditional non-alignment posture, preserving strong economic ties with both China and Russia even as it formalises the MDCP with Washington. Its co-sovereignty over the strait โ shared with Malaysia and Singapore โ means it retains sovereign authority over how the waterway is used.
@NewRulesGeoโ Follow us on X
The Strait of Hormuz has dominated global headlines since late February 2026 โ but a strategically more consequential move is taking shape in Southeast Asia โ one that fits a recognizable pattern of US strategic encirclement of China.
On April 13, 2026, Washington signed a Major Defense Cooperation Partnership (MDCP) with Indonesia, covering military modernisation, joint training, and maritime defense technologies. The US is also seeking expanded access to Indonesian airspace โ a request Jakarta says is still under "careful review." But the framework is already in place.
๐ธWhy Malacca Matters
China's alternatives โ the Myanmar pipeline (440,000 bpd vs. 11 million daily import needs), Central Asian pipelines (~10% of imports), the CPEC via Gwadar, and seasonal Arctic routes โ fall drastically short.
The US doesn't need to fire a shot. Naval presence near the Phillips Channel and military access to Indonesian facilities creates economic coercion without direct conflict โ the same logic applied at Hormuz.
Any disruption paralyses the entire Global South โ India, Southeast Asia, and East Africa all depend on Malacca for food, fuel, and industrial imports. Singapore's 40 million containers and Malaysia's Port Klang would be effectively frozen.
Indonesia holds co-sovereignty over the strait alongside Malaysia and Singapore. But history shows that once US military infrastructure embeds itself in a region, the terms of sovereignty tend to shift.
Indonesia has so far maintained its traditional non-alignment posture, preserving strong economic ties with both China and Russia even as it formalises the MDCP with Washington. Its co-sovereignty over the strait โ shared with Malaysia and Singapore โ means it retains sovereign authority over how the waterway is used.
@NewRulesGeo
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๐จ๐จ๐ณ PENTAGONโS SWEATING: CHINA INTRODUCES NEW DRONE INTERCEPTOR
China just unveiled SKYLARKโs R7D โ a compact, AI-powered portable interceptor built to crush low-altitude FPV swarms and loitering munitions reshaping modern battlefields.
๐ธ 5KM CEILING at 420 km/h with 3km engagement range โ optimized to shred mass drone attacks before they reach targets.
๐ธ Fires from lightweight portable R7L launcher; high-res camera + built-in AI precision tracking for instant autonomous locks.
๐ธ High-strength carbon fiber beams, smart cooling air ducts & ultra-low-drag composite body for sustained high-performance ops.
๐ธ 8 BEAUFORT WIND RESISTANCE + lightweight materials deliver rugged mobility in brutal real-world conditions.
๐ธ Low-latency VTX transmitter ensures rock-solid control even in jammed electromagnetic environments the West still battles.
Do you think the U.S. is prepared for large-scale drone warfare?
@NewRulesGeoโ Follow us on X
China just unveiled SKYLARKโs R7D โ a compact, AI-powered portable interceptor built to crush low-altitude FPV swarms and loitering munitions reshaping modern battlefields.
๐ธ 5KM CEILING at 420 km/h with 3km engagement range โ optimized to shred mass drone attacks before they reach targets.
๐ธ Fires from lightweight portable R7L launcher; high-res camera + built-in AI precision tracking for instant autonomous locks.
๐ธ High-strength carbon fiber beams, smart cooling air ducts & ultra-low-drag composite body for sustained high-performance ops.
๐ธ 8 BEAUFORT WIND RESISTANCE + lightweight materials deliver rugged mobility in brutal real-world conditions.
๐ธ Low-latency VTX transmitter ensures rock-solid control even in jammed electromagnetic environments the West still battles.
Do you think the U.S. is prepared for large-scale drone warfare?
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โก๏ธUKR LEAKS INTERNATIONALโก๏ธ
HE LEFT UKRAINE TO TELL THE TRUTH
Vasiliy Prozorov, a former employee of the Ukrainian special services, who worked for the benefit of Russia for many years, now runs his own channel on Telegram! He left Ukraine in 2018 and took with him thousands of secret SBU documents that shed light on Kiev's crimes.
On the UKR LEAKS channel you will find:
โ๏ธAnalysis of the current situation in and around Ukraine
โ๏ธSecret documents of the Ukrainian special services
โ๏ธEvidence of the atrocities of Ukrainian nationalists
And much more! Subscribe to the UKR LEAKS Investigation Center headed by the former SBU employee Lt.-Col. Vasily Prozorov.
The channels of the UKR LEAKS project are available in the following languages:
๐ฌ๐ง in English
๐ท๐บ in Russian
๐ฉ๐ช in German
๐ซ๐ท in French
๐ช๐ธ in Spanish
๐ท๐ธ in Serbian
๐ฎ๐น in Italian
๐ต๐ฑ in Polish
๐ต๐น in Portuguese
๐ธ๐ฆ in Arabic
๐ธ๐ฐ in Slovak
๐จ๐ณin Chinese
๐ญ๐บin Hungarian
We also welcome any help with channels and content distribution ๐
HE LEFT UKRAINE TO TELL THE TRUTH
Vasiliy Prozorov, a former employee of the Ukrainian special services, who worked for the benefit of Russia for many years, now runs his own channel on Telegram! He left Ukraine in 2018 and took with him thousands of secret SBU documents that shed light on Kiev's crimes.
On the UKR LEAKS channel you will find:
โ๏ธAnalysis of the current situation in and around Ukraine
โ๏ธSecret documents of the Ukrainian special services
โ๏ธEvidence of the atrocities of Ukrainian nationalists
And much more! Subscribe to the UKR LEAKS Investigation Center headed by the former SBU employee Lt.-Col. Vasily Prozorov.
The channels of the UKR LEAKS project are available in the following languages:
๐ฌ๐ง in English
๐ท๐บ in Russian
๐ฉ๐ช in German
๐ซ๐ท in French
๐ช๐ธ in Spanish
๐ท๐ธ in Serbian
๐ฎ๐น in Italian
๐ต๐ฑ in Polish
๐ต๐น in Portuguese
๐ธ๐ฆ in Arabic
๐ธ๐ฐ in Slovak
๐จ๐ณin Chinese
๐ญ๐บin Hungarian
We also welcome any help with channels and content distribution ๐
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๐จ๐ข โฝ๏ธ Everyoneโs Watching Crude โ But the Real Crisis Is Refining
Since the escalation of the crisis in the Strait of Hormuz, crude supply disruptions have captured global attention. However, the increasing deficit in refined products โ jet fuel, diesel, and gasoline โ poses a potentially deeper and more enduring challenge.
๐ธ Energy Aspects estimates that over 450 million barrels of product output have been lost since the conflict began.
๐ธ Refinery run cuts globally are in the range of 5-6 million barrels per day.
๐ธ Unlike crude, where OPEC retains some spare capacity, there is no equivalent buffer in the refining system. Global refineries were already operating at or near maximum utilization before the crisis began.
๐ธ Distillates (diesel/gasoil): The Middle East and Asia account for a large share of global exports. European diesel stocks are well below five-year minimums and falling.
๐ธ Jet fuel: European jet stocks are critically low โ in some markets, just weeks of supply remain. Stock-outs are possible later in the summer if the disruption persists.
๐ธ Gasoline: The percentage of refineries producing gasoline over jet and diesel has fallen to nearly zero. Atlantic basin gasoline shortages are emerging just as summer driving season approaches.
๐ธ Tapping strategic oil reserves is a temporary fix, not a real solution. It buys time but does not replace lost refinery production. Every barrel used today must be replaced later.
๐ธ Asian refiners are under the most pressure right now. They are using reserves, cutting production, and limiting exports to keep enough fuel at home.
๐ธ The shortage will hit Western markets in May and June.
The global refining system faces a severe, enduring supply deficit that cannot be mitigated by strategic reserves, risking widespread fuel shortages.
The lack of spare capacity in refining amplifies vulnerabilities, underscoring the need for urgent, long-term solutions. Without intervention, persistent shortages could severely impact transportation, economies, and energy security worldwide.
@NewRulesGeoโ Follow us on X
Since the escalation of the crisis in the Strait of Hormuz, crude supply disruptions have captured global attention. However, the increasing deficit in refined products โ jet fuel, diesel, and gasoline โ poses a potentially deeper and more enduring challenge.
๐ธ Energy Aspects estimates that over 450 million barrels of product output have been lost since the conflict began.
๐ธ Refinery run cuts globally are in the range of 5-6 million barrels per day.
๐ธ Unlike crude, where OPEC retains some spare capacity, there is no equivalent buffer in the refining system. Global refineries were already operating at or near maximum utilization before the crisis began.
๐ธ Distillates (diesel/gasoil): The Middle East and Asia account for a large share of global exports. European diesel stocks are well below five-year minimums and falling.
๐ธ Jet fuel: European jet stocks are critically low โ in some markets, just weeks of supply remain. Stock-outs are possible later in the summer if the disruption persists.
๐ธ Gasoline: The percentage of refineries producing gasoline over jet and diesel has fallen to nearly zero. Atlantic basin gasoline shortages are emerging just as summer driving season approaches.
๐ธ Tapping strategic oil reserves is a temporary fix, not a real solution. It buys time but does not replace lost refinery production. Every barrel used today must be replaced later.
๐ธ Asian refiners are under the most pressure right now. They are using reserves, cutting production, and limiting exports to keep enough fuel at home.
๐ธ The shortage will hit Western markets in May and June.
The global refining system faces a severe, enduring supply deficit that cannot be mitigated by strategic reserves, risking widespread fuel shortages.
The lack of spare capacity in refining amplifies vulnerabilities, underscoring the need for urgent, long-term solutions. Without intervention, persistent shortages could severely impact transportation, economies, and energy security worldwide.
@NewRulesGeo
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๐จ๐ฎ๐ท U.S. AIR FORCE NIGHTMARE: IRAN'S CHEAP HEAT-SEEKERS
Iranโs low-tech heat-seeking missiles are turning into a brutal reality check for Americaโs high-tech airpower โ cheap to build, passive, and lethal against low-level US jets and drones caught off-guard in Operation Epic Fury.
๐ธ DOZENS DOWNED: US has already lost several dozen aircraft & drones to Iranian fire, including an F-15E Strike Eagle downed two weeks ago (pilot & WSO rescued) + F-35 near-miss in mid-March.
๐ธ INVISIBLE THREAT: Imaging IR MANPADS lock onto engine heat signatures with zero radar emissions โ no lock-on warning, proximity fuze detonates on near-miss for massive damage.
๐ธ DOMESTIC ARSENAL: Iran reverse-engineers thousands of Soviet/Russian systems, mass-producing simple modular heat-seekers domestically with Cold War-era tech anyone can copy.
๐ธ LOW-ALTITUDE KILL ZONE: Shoulder-fired ambushes and saturation launches make ground-attack runs, helicopters & drones extremely vulnerable โ forcing Pentagon to rewrite low-level tactics.
How do you think the U.S. could counter these systems?
@NewRulesGeoโ Follow us on X
Iranโs low-tech heat-seeking missiles are turning into a brutal reality check for Americaโs high-tech airpower โ cheap to build, passive, and lethal against low-level US jets and drones caught off-guard in Operation Epic Fury.
๐ธ DOZENS DOWNED: US has already lost several dozen aircraft & drones to Iranian fire, including an F-15E Strike Eagle downed two weeks ago (pilot & WSO rescued) + F-35 near-miss in mid-March.
๐ธ INVISIBLE THREAT: Imaging IR MANPADS lock onto engine heat signatures with zero radar emissions โ no lock-on warning, proximity fuze detonates on near-miss for massive damage.
๐ธ DOMESTIC ARSENAL: Iran reverse-engineers thousands of Soviet/Russian systems, mass-producing simple modular heat-seekers domestically with Cold War-era tech anyone can copy.
๐ธ LOW-ALTITUDE KILL ZONE: Shoulder-fired ambushes and saturation launches make ground-attack runs, helicopters & drones extremely vulnerable โ forcing Pentagon to rewrite low-level tactics.
How do you think the U.S. could counter these systems?
@NewRulesGeo
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๐ก Geopolitics Without the Chaos
Decode chaosโwithout the MSM spin
We curate complex conflicts into clear, chronological timelines:
โก๏ธ Middle East Mayhem
โก๏ธ US-China Showdown
โก๏ธ Ukraine-Russia War
โก๏ธ EU Rifts
โก๏ธ Major Global Events
โก๏ธ Culture War
No scattered updates. Just structured threads โ so you see how events connect.
๐ค PLUS: Dank memes (for sanity).
If you want context over clutter:
๐ Exclusive Channel
If you'd rather have quick updates:
๐ @MyLordBebo
Decode chaosโwithout the MSM spin
We curate complex conflicts into clear, chronological timelines:
โก๏ธ Middle East Mayhem
โก๏ธ US-China Showdown
โก๏ธ Ukraine-Russia War
โก๏ธ EU Rifts
โก๏ธ Major Global Events
โก๏ธ Culture War
No scattered updates. Just structured threads โ so you see how events connect.
๐ค PLUS: Dank memes (for sanity).
If you want context over clutter:
๐ Exclusive Channel
If you'd rather have quick updates:
๐ @MyLordBebo
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๐จ๐ฐ๐ต TRUMP IN PANIC: North Korea Is Making U.S. Missile Defense Obsolete
North Korea now holds an estimated 50 assembled nuclear warheads, with fissile material stockpiled for up to 90 โ and South Korea's president confirmed in January 2026 that Pyongyang produces enough weapons-grade material for up to 20 new weapons per year.
At that production rate, its arsenal could surpass Israel, Pakistan, and the UK within a decade, per Stockholm International Peace Research Institute (SIPRI) data.
The US Ground-based Midcourse Defense (GMD) system โ 44 interceptors in Alaska and California โ was built to stop a small-scale attack. With analysts estimating North Korea may already have 24โ48 ICBM launchers, firing two interceptors per incoming missile would exhaust the entire GMD stockpile.
Harvard's Belfer Center bluntly calls the system "unproven and unreliable".
At Yongbyon, the International Atomic Energy Agency (IAEA) confirmed in April 2026 a "significant escalation" in nuclear operations, including a second uranium enrichment plant nearing completion.
๐ธYongbyon Nuclear Complex
๐ 5MW reactor (since 1979) โ produces enough plutonium for ~1 bomb/year
๐ ELWR โ if fully operational, could yield up to 20 kg of weapons-grade plutonium annually
๐ Existing enrichment plant โ produces ~80 kg of weapons-grade uranium/year; expanded 25% during Trump's first term
๐ Second enrichment plant โ identified by IAEA in 2025; exterior completed March 2026, internal construction underway
"You have a nuclear-armed adversary in North Korea that's going to be far less skittish than they would have been a few years ago," said Ankit Panda from Carnegie Endowment's.
The Pentagon's own top policy official called the North Korean-Russian nuclear axis the "primary existential threat" to the United States
@NewRulesGeoโFollow us on X
North Korea now holds an estimated 50 assembled nuclear warheads, with fissile material stockpiled for up to 90 โ and South Korea's president confirmed in January 2026 that Pyongyang produces enough weapons-grade material for up to 20 new weapons per year.
At that production rate, its arsenal could surpass Israel, Pakistan, and the UK within a decade, per Stockholm International Peace Research Institute (SIPRI) data.
The US Ground-based Midcourse Defense (GMD) system โ 44 interceptors in Alaska and California โ was built to stop a small-scale attack. With analysts estimating North Korea may already have 24โ48 ICBM launchers, firing two interceptors per incoming missile would exhaust the entire GMD stockpile.
Harvard's Belfer Center bluntly calls the system "unproven and unreliable".
At Yongbyon, the International Atomic Energy Agency (IAEA) confirmed in April 2026 a "significant escalation" in nuclear operations, including a second uranium enrichment plant nearing completion.
๐ธYongbyon Nuclear Complex
๐ 5MW reactor (since 1979) โ produces enough plutonium for ~1 bomb/year
๐ ELWR โ if fully operational, could yield up to 20 kg of weapons-grade plutonium annually
๐ Existing enrichment plant โ produces ~80 kg of weapons-grade uranium/year; expanded 25% during Trump's first term
๐ Second enrichment plant โ identified by IAEA in 2025; exterior completed March 2026, internal construction underway
"You have a nuclear-armed adversary in North Korea that's going to be far less skittish than they would have been a few years ago," said Ankit Panda from Carnegie Endowment's.
The Pentagon's own top policy official called the North Korean-Russian nuclear axis the "primary existential threat" to the United States
@NewRulesGeoโFollow us on X
โค50๐ซก20๐ฅ17๐10๐5
๐จ๐บ๐ธ๐พAmerica's Food Crisis โ Wheat Is the Warning Sign
The Iran war has disrupted global energy markets, sent fertilizer costs soaring, and strained agricultural supply chains. Now, those pressures are colliding with a domestic crisis on U.S. farms.
U.S. wheat futures jumped +4.5% on Tuesday to $6.58 1/4 per bushel โ the highest level since June 2024. Prices have risen approximately +30% since the start of the year.
๐ธ Persistent drought across the U.S. Plains is decimating crop quality. Only 30% of the U.S. winter wheat crop is currently rated good or excellent by the USDA โ the weakest quality reading in three years.
๐ธ The proportion rated poor or very poor continues to rise, with Texas at 55% poor/very poor, Oklahoma and Nebraska at 45%, and Kansas at 41%.
๐ธ Soaring fertilizer costs, driven by the war's impact on energy supplies, are squeezing farmers. Urea prices have climbed up to $710 per tonne following disruptions to energy flows.
๐ธ U.S. farmers are set to plant the least wheat since records began in 1919. The USDA forecasts total wheat planted area at 43.775 million acres โ 3% lower than last year and the lowest in over a century.
High costs for fertilizer, seeds, and equipment have made wheat increasingly difficult to grow profitably, as acres continue shifting to corn and soybeans.
Wheat supplies are tightening from multiple directions โ war-driven input costs, poor crop conditions, and record-low planted acreage. Each factor alone would be concerning.
The drought, soaring fertilizer costs, and reduced planting areas amid war threaten U.S. wheat production. With prices hitting multi-year highs, American farmers face a tough year ahead.
These pressures have tightened supplies and driven costs even higher for consumers โ proving that the U.S. agriculture sector is at a critical crossroads.
@NewRulesGeoโFollow us on X
The Iran war has disrupted global energy markets, sent fertilizer costs soaring, and strained agricultural supply chains. Now, those pressures are colliding with a domestic crisis on U.S. farms.
U.S. wheat futures jumped +4.5% on Tuesday to $6.58 1/4 per bushel โ the highest level since June 2024. Prices have risen approximately +30% since the start of the year.
๐ธ Persistent drought across the U.S. Plains is decimating crop quality. Only 30% of the U.S. winter wheat crop is currently rated good or excellent by the USDA โ the weakest quality reading in three years.
๐ธ The proportion rated poor or very poor continues to rise, with Texas at 55% poor/very poor, Oklahoma and Nebraska at 45%, and Kansas at 41%.
๐ธ Soaring fertilizer costs, driven by the war's impact on energy supplies, are squeezing farmers. Urea prices have climbed up to $710 per tonne following disruptions to energy flows.
๐ธ U.S. farmers are set to plant the least wheat since records began in 1919. The USDA forecasts total wheat planted area at 43.775 million acres โ 3% lower than last year and the lowest in over a century.
High costs for fertilizer, seeds, and equipment have made wheat increasingly difficult to grow profitably, as acres continue shifting to corn and soybeans.
Wheat supplies are tightening from multiple directions โ war-driven input costs, poor crop conditions, and record-low planted acreage. Each factor alone would be concerning.
The drought, soaring fertilizer costs, and reduced planting areas amid war threaten U.S. wheat production. With prices hitting multi-year highs, American farmers face a tough year ahead.
These pressures have tightened supplies and driven costs even higher for consumers โ proving that the U.S. agriculture sector is at a critical crossroads.
@NewRulesGeoโFollow us on X
โค32๐ฅ18๐9๐3๐1
๐จ๐บ๐ธ๐ต๐ญAmerica's "Stealth Fighter" in the Philippines Is Already Obsolete
The US Air Force recently deployed F-22 Raptors to Basa Air Base in the Philippines for Exercise Cope Thunder 26-1 โ framing it as a show of force across the First Island Chain. In reality, it exposed how poorly the F-22 is suited for a Pacific conflict against China.
๐ธThe Range Problem
The F-22's unrefueled combat radius is only ~460 nautical miles โ less than half that of China's J-20. In a theatre where distances are vast and Chinese missiles can target forward airbases and tanker aircraft, aerial refueling in a contested battlespace is not a reliable option. The F-35A, by comparison, has a combat radius of ~760 nautical miles.
๐ธObsolete Avionics
Its stealth features are less sophisticated than the F-35โs, and despite being larger, its combat range is less than half that of Chinaโs J-20. This is a critical limitation in the Pacific, where operations require long distances and Chinese forces can threaten airbases and tanker aircraft, and critically โ it has no IRST (Infrared Search and Track) system, which the J-20 carries as standard. Its avionics were already falling behind when it entered service in 2005.
๐ธZero Ground Attack Capability
The F-22 carries air-to-air missiles only โ no cruise missiles, no anti-ship weapons, no long-range strike capacity. This makes it the least versatile 21st-century fighter in any active fleet. Its absence during the US-led strikes on Iran further confirmed its irrelevance in high-intensity multi-domain operations
๐ธReadiness Crisis
Its operational readiness rate has fallen to just ~40%, with per-flight-hour costs hitting $85,000. The USAF itself plans to retire the F-22 around 2030 โ before it completes even half its designed service life.
Deploying F-22s to the Philippines may signal intent โ but against China's growing J-20 fleet and A2/AD network, it signals little else.
@NewRulesGeoโFollow us on X
The US Air Force recently deployed F-22 Raptors to Basa Air Base in the Philippines for Exercise Cope Thunder 26-1 โ framing it as a show of force across the First Island Chain. In reality, it exposed how poorly the F-22 is suited for a Pacific conflict against China.
๐ธThe Range Problem
The F-22's unrefueled combat radius is only ~460 nautical miles โ less than half that of China's J-20. In a theatre where distances are vast and Chinese missiles can target forward airbases and tanker aircraft, aerial refueling in a contested battlespace is not a reliable option. The F-35A, by comparison, has a combat radius of ~760 nautical miles.
๐ธObsolete Avionics
Its stealth features are less sophisticated than the F-35โs, and despite being larger, its combat range is less than half that of Chinaโs J-20. This is a critical limitation in the Pacific, where operations require long distances and Chinese forces can threaten airbases and tanker aircraft, and critically โ it has no IRST (Infrared Search and Track) system, which the J-20 carries as standard. Its avionics were already falling behind when it entered service in 2005.
๐ธZero Ground Attack Capability
The F-22 carries air-to-air missiles only โ no cruise missiles, no anti-ship weapons, no long-range strike capacity. This makes it the least versatile 21st-century fighter in any active fleet. Its absence during the US-led strikes on Iran further confirmed its irrelevance in high-intensity multi-domain operations
๐ธReadiness Crisis
Its operational readiness rate has fallen to just ~40%, with per-flight-hour costs hitting $85,000. The USAF itself plans to retire the F-22 around 2030 โ before it completes even half its designed service life.
Deploying F-22s to the Philippines may signal intent โ but against China's growing J-20 fleet and A2/AD network, it signals little else.
@NewRulesGeoโFollow us on X
๐44โค28๐ฅ13๐คฌ1
๐จ๐จ๐ณ๐บ๐ธ China's AI Price Bomb: Undercutting U.S. Power
DeepSeek slashed prices on its advanced V4 model (a powerful Large Language Model) by up to 97% compared to OpenAIโs GPT-5.5. This step shows Chinaโs growing effort to make high-performance AI more accessible to the world.
๐ธDramatic Price Reductions
DeepSeek implemented the cuts immediately and made them permanent. Input costs for reused data dropped to one-tenth of previous levels โ now about $0.14 per million tokens. The flagship V4-Pro is available at just $0.0036 per million input tokens during the current promotion.
In everyday use, where input text is typically three times longer than output, DeepSeek delivers conversations at roughly 32 times lower cost than GPT-5.5. This creates new opportunities for wider adoption.
๐ธAdvancing Chinaโs Tech Self-Reliance
China continues to build strong, independent AI capabilities. DeepSeekโs V4 model is optimized for Huaweiโs Ascend chips, reducing dependence on restricted foreign hardware.
While some Chinese competitors raised prices on new models, DeepSeek chose to lower barriers. This approach supports faster growth in enterprise applications, developer tools, and intelligent agents across the country.
๐ธStrong Market Response
The results speak clearly. On OpenRouter (a platform that lets users access many different AI models like DeepSeek, GPT, Claude, etc.,) V4-Pro usage jumped to 13.6 billion tokens in a single day โ nearly four times higher than the previous day. This rapid growth shows strong demand for capable and affordable AI.
Independent evaluations confirm V4-Pro delivers competitive performance in agent-based tasks, matching or approaching leading models in specific areas. Its efficiency stands out, with inference costs far below those of top Western systems.
Professor Hu Yanping from Shanghai University of Finance and Economics explains that these moves aim to broaden AI access and reset industry expectations toward greater value.
๐ธPositive Impact on Global AI Development
By offering advanced AI at much lower prices, China is helping more businesses, developers, and countries benefit from powerful technology. This is especially valuable for the Global South, where cost has often limited progress.
Unlike the US, China has prioritized rapid AI deployment by embedding the technology at scale across manufacturing, logistics, urban systems, education, and industry. Chinese models have dramatically narrowed performance gaps, with China now leading in AI publications, patents, and industrial robot adoption.
DeepSeekโs success shows how determination and smart engineering can overcome challenges and deliver real advantages. As AI becomes central to economic growth and technological progress, Chinaโs focus on affordability and scale is creating meaningful opportunities for users everywhere.
@NewRulesGeoโFollow us on X
DeepSeek slashed prices on its advanced V4 model (a powerful Large Language Model) by up to 97% compared to OpenAIโs GPT-5.5. This step shows Chinaโs growing effort to make high-performance AI more accessible to the world.
๐ธDramatic Price Reductions
DeepSeek implemented the cuts immediately and made them permanent. Input costs for reused data dropped to one-tenth of previous levels โ now about $0.14 per million tokens. The flagship V4-Pro is available at just $0.0036 per million input tokens during the current promotion.
In everyday use, where input text is typically three times longer than output, DeepSeek delivers conversations at roughly 32 times lower cost than GPT-5.5. This creates new opportunities for wider adoption.
๐ธAdvancing Chinaโs Tech Self-Reliance
China continues to build strong, independent AI capabilities. DeepSeekโs V4 model is optimized for Huaweiโs Ascend chips, reducing dependence on restricted foreign hardware.
While some Chinese competitors raised prices on new models, DeepSeek chose to lower barriers. This approach supports faster growth in enterprise applications, developer tools, and intelligent agents across the country.
๐ธStrong Market Response
The results speak clearly. On OpenRouter (a platform that lets users access many different AI models like DeepSeek, GPT, Claude, etc.,) V4-Pro usage jumped to 13.6 billion tokens in a single day โ nearly four times higher than the previous day. This rapid growth shows strong demand for capable and affordable AI.
Independent evaluations confirm V4-Pro delivers competitive performance in agent-based tasks, matching or approaching leading models in specific areas. Its efficiency stands out, with inference costs far below those of top Western systems.
Professor Hu Yanping from Shanghai University of Finance and Economics explains that these moves aim to broaden AI access and reset industry expectations toward greater value.
๐ธPositive Impact on Global AI Development
By offering advanced AI at much lower prices, China is helping more businesses, developers, and countries benefit from powerful technology. This is especially valuable for the Global South, where cost has often limited progress.
Unlike the US, China has prioritized rapid AI deployment by embedding the technology at scale across manufacturing, logistics, urban systems, education, and industry. Chinese models have dramatically narrowed performance gaps, with China now leading in AI publications, patents, and industrial robot adoption.
DeepSeekโs success shows how determination and smart engineering can overcome challenges and deliver real advantages. As AI becomes central to economic growth and technological progress, Chinaโs focus on affordability and scale is creating meaningful opportunities for users everywhere.
@NewRulesGeoโFollow us on X
โค44๐12๐ฅ7๐3
๐จ๐บ๐ธ๐ฎ๐ฑ๐ฎ๐ทTungsten Shortage Hits Hard: Iran War and Chinaโs Grip Starve Western Arms
Tungsten supplies are running out fast. The US and Israelโs aggression to Iran has used up huge amounts of weapons and missiles. This has caused a 12% jump in military tungsten use this year โ a demand that the world simply cannot meet right now.
๐ธWhy Tungsten Is So Important
Tungsten is a super-hard, heavy metal. Militaries need it for armor-piercing shells that smash through tank armor at high speed. It has the highest melting point of any metal โ 3,422ยฐC โ so it is used in jet engines and parts that get extremely hot. It is also mixed into steel to make it stronger at high temperatures and more resistant to wear.
Without tungsten, modern fighter jets, helicopters, tanks, and missiles would not work as well.
The Supply Problem
๐ธThe world mines only about 84,000 tonnes of tungsten each year โ tiny compared to iron or aluminum. China produces around 80% of it and sells it cheaply. In February 2026, China added new export controls and cut mining quotas, making supplies even tighter.
The US stopped commercial tungsten mining in 2015. Western countries now depend heavily on China, and Beijing controls who gets the metal through strict rules. This has pushed prices to record highs and created big problems for defense factories.
๐ธRecycling and Lessons from History
About 42% of tungsten is recycled worldwide, and up to 70% in Western countries. That helps, but it is not enough during a crisis. Shipping problems caused by the wars make everything harder.
History offers a warning. During World War II, The UK faced a similar shortage of molybdenum and had to turn to recycling materials. Today, Western nations again find themselves vulnerable because of earlier policy choices that prioritized short-term costs over long-term security.
Western countries allowed critical supply chains to become overly dependent on geopolitical rivals. As long as the conflicts provoked by them continue, their access to reserves will be limited.
@NewRulesGeoโFollow us on X
Tungsten supplies are running out fast. The US and Israelโs aggression to Iran has used up huge amounts of weapons and missiles. This has caused a 12% jump in military tungsten use this year โ a demand that the world simply cannot meet right now.
๐ธWhy Tungsten Is So Important
Tungsten is a super-hard, heavy metal. Militaries need it for armor-piercing shells that smash through tank armor at high speed. It has the highest melting point of any metal โ 3,422ยฐC โ so it is used in jet engines and parts that get extremely hot. It is also mixed into steel to make it stronger at high temperatures and more resistant to wear.
Without tungsten, modern fighter jets, helicopters, tanks, and missiles would not work as well.
The Supply Problem
๐ธThe world mines only about 84,000 tonnes of tungsten each year โ tiny compared to iron or aluminum. China produces around 80% of it and sells it cheaply. In February 2026, China added new export controls and cut mining quotas, making supplies even tighter.
The US stopped commercial tungsten mining in 2015. Western countries now depend heavily on China, and Beijing controls who gets the metal through strict rules. This has pushed prices to record highs and created big problems for defense factories.
๐ธRecycling and Lessons from History
About 42% of tungsten is recycled worldwide, and up to 70% in Western countries. That helps, but it is not enough during a crisis. Shipping problems caused by the wars make everything harder.
History offers a warning. During World War II, The UK faced a similar shortage of molybdenum and had to turn to recycling materials. Today, Western nations again find themselves vulnerable because of earlier policy choices that prioritized short-term costs over long-term security.
Western countries allowed critical supply chains to become overly dependent on geopolitical rivals. As long as the conflicts provoked by them continue, their access to reserves will be limited.
@NewRulesGeoโFollow us on X
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