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❗️🇷🇺🇺🇦🎞 Is a nuclear disaster possible at Zaporizhzhia NPP? —Rybar's video analysis
Recently, close public attention has again been focused on Zaporizhzhia NPP. The potentially dangerous object is the subject of numerous speculations.
After the destruction of the Kakhovska HPP dam and shoaling of the reservoir, Western and Ukrainian authorities are once again trying to raise the topic of the threat of nuclear disaster: civil defense drills in case of radioactive contamination of the area are being held in nearby regions, cities and towns are being partially evacuated.
What threats does Zaporizhzhya NPP really pose?
Learn more from our video analysis.
#analysis #Russia #Ukraine
@rybar
Support us
Recently, close public attention has again been focused on Zaporizhzhia NPP. The potentially dangerous object is the subject of numerous speculations.
After the destruction of the Kakhovska HPP dam and shoaling of the reservoir, Western and Ukrainian authorities are once again trying to raise the topic of the threat of nuclear disaster: civil defense drills in case of radioactive contamination of the area are being held in nearby regions, cities and towns are being partially evacuated.
What threats does Zaporizhzhya NPP really pose?
Learn more from our video analysis.
#analysis #Russia #Ukraine
@rybar
Support us
Forwarded from Blood Meridian
🌎 🔨LatAm in the world's race for lithium: Part 1. Resources
Chile, Argentina and Bolivia alone hold 2/3 of the world's lithium reserves. Will such an advantage help these three countries succeed in a world where demand for lithium is soaring?
🔻The 'Lithium Triangle'
The so-called 'lithium triangle' is an arid region with expansive salt flats, shared between Chile, Argentina and Bolivia. According to estimates, this region holds 54% of the world’s lithium resources. The lithium deposits are found underneath the salt flats (contrary to Australia, which mines directly from hard rock deposits).
Bolivia is home to 21 million tons of lithium, followed by Argentina with 19.3 million and Chile with 9.6 million. These numbers are still subject to change, as active exploration leads to an increase in known resources. Identified global lithium resources rose from 53 million tons in 2018 to 89 million tons in 2022, according to the USGS.
🔻Three countries - three approaches
🇨🇱 Chile has transformed the majority of its available resources into economically viable reserves available for commercial production. Having the lowest deposits (out of the three countries), it managed to become the world’s second-largest commercial producer after Australia. The Atacama salt flat has the highest-quality, proven reserves with a low cost of production.
Things might soon change, though, as the Chilean government announced in April it will nationalize the country's lithium, requiring the state to control 51% of future ventures. Foreign lithium miners, such as Chinese SQM now must renegotiate its contract under the new rules. The Chilean Copper Commission already warns Argentina might overtake Chile as the 2nd world lithium producer by 2035, as Chile's market share is expected to decline.
🇧🇴 Bolivia has struggled to transform its lithium resources into commercially viable reserves, due in large part to the poor investment climate and the country’s political instability. The country nationalized its lithium reserves back in 2008 and missed out on foreign investment opportunities in the following decade. Having recently signed deals with China and Russia, Bolivia hopes to quickly reach high production levels in the coming years.
🇦🇷 Argentina has created a more favorable investment climate, as it asks for only 3% royalty (lower than Chile, which imposes a progressive royalty that can reach up to 40%). Since 2020, over $4 billion in investments have been announced, with dozens of private sector projects now in the pipeline. Most of these investments come from Chinese companies.
The three countries are in talks about a possible regional alliance on lithium - "a kind of lithium OPEC," as Bolivian President Luis Arce puts it.
🔻North America
🇺🇸 North America is also rich in lithium. The U.S. ranks 4th in total resources (9,1 million tons), but the only active lithium mine is in the state of Nevada, producing just 1% of global lithium.
🇲🇽 Mexico, which also holds some lithium reserves, nationalized its lithium last year and has since announced that only joint ventures with majority state control could exploit the mineral. Those companies that started lithium exploration before the nationalization process began will be able to continue mining under the previous terms.
Despite holding the largest lithium reserves, Latin American countries are lagging behind when it comes to lithium production and processing. So, which countries are actually taking advantage of the growing lithium market?
🔻🔻🔻
Part 2
#analysis #LatAm #lithium #resources #Chile #Argentina #Bolivia #US #Mexico
☠️ Blood Meridian
Chile, Argentina and Bolivia alone hold 2/3 of the world's lithium reserves. Will such an advantage help these three countries succeed in a world where demand for lithium is soaring?
🔻The 'Lithium Triangle'
The so-called 'lithium triangle' is an arid region with expansive salt flats, shared between Chile, Argentina and Bolivia. According to estimates, this region holds 54% of the world’s lithium resources. The lithium deposits are found underneath the salt flats (contrary to Australia, which mines directly from hard rock deposits).
Bolivia is home to 21 million tons of lithium, followed by Argentina with 19.3 million and Chile with 9.6 million. These numbers are still subject to change, as active exploration leads to an increase in known resources. Identified global lithium resources rose from 53 million tons in 2018 to 89 million tons in 2022, according to the USGS.
🔻Three countries - three approaches
🇨🇱 Chile has transformed the majority of its available resources into economically viable reserves available for commercial production. Having the lowest deposits (out of the three countries), it managed to become the world’s second-largest commercial producer after Australia. The Atacama salt flat has the highest-quality, proven reserves with a low cost of production.
Things might soon change, though, as the Chilean government announced in April it will nationalize the country's lithium, requiring the state to control 51% of future ventures. Foreign lithium miners, such as Chinese SQM now must renegotiate its contract under the new rules. The Chilean Copper Commission already warns Argentina might overtake Chile as the 2nd world lithium producer by 2035, as Chile's market share is expected to decline.
🇧🇴 Bolivia has struggled to transform its lithium resources into commercially viable reserves, due in large part to the poor investment climate and the country’s political instability. The country nationalized its lithium reserves back in 2008 and missed out on foreign investment opportunities in the following decade. Having recently signed deals with China and Russia, Bolivia hopes to quickly reach high production levels in the coming years.
🇦🇷 Argentina has created a more favorable investment climate, as it asks for only 3% royalty (lower than Chile, which imposes a progressive royalty that can reach up to 40%). Since 2020, over $4 billion in investments have been announced, with dozens of private sector projects now in the pipeline. Most of these investments come from Chinese companies.
The three countries are in talks about a possible regional alliance on lithium - "a kind of lithium OPEC," as Bolivian President Luis Arce puts it.
🔻North America
🇺🇸 North America is also rich in lithium. The U.S. ranks 4th in total resources (9,1 million tons), but the only active lithium mine is in the state of Nevada, producing just 1% of global lithium.
🇲🇽 Mexico, which also holds some lithium reserves, nationalized its lithium last year and has since announced that only joint ventures with majority state control could exploit the mineral. Those companies that started lithium exploration before the nationalization process began will be able to continue mining under the previous terms.
Despite holding the largest lithium reserves, Latin American countries are lagging behind when it comes to lithium production and processing. So, which countries are actually taking advantage of the growing lithium market?
🔻🔻🔻
Part 2
#analysis #LatAm #lithium #resources #Chile #Argentina #Bolivia #US #Mexico
☠️ Blood Meridian
Forwarded from Blood Meridian
🌎 🔨LatAm in the world's race for lithium: Part 2. Production
🔻Producers
🇦🇺 Australia leads in lithium production by a wide margin, having produced 61,000 tons last year. Australia's lithium production is expected to grow at a rate of 14.2 percent and reach 116,240 tons in 2026 as mines expand. Most of the country’s lithium supply is exported to China as spodumene.
🇨🇱 Chile, the world's second largest lithium producer (39,000 tons per year), focuses not so much on the domestic processing of lithium, but rather on exporting raw materials to, primarily, South Korea, Japan, China and the EU. The recent increase in exports from Chile has predominantly been associated with lithium carbonates, which are relatively unrefined.
🇨🇳 China comes in third, producing 19,000 tons per year. While production in China is comparatively low, China imports lithium in large quantities and dominates lithium refining and battery production.
🔻China's interest
China's rapid increase in the manufacturing of goods and components means that its demand for lithium is growing at 10% a year. China has over half of the world's lithium refining capacity but has to rely on imports for about two-thirds of the raw material.
Chinese companies are now increasing their investments in the "lithium triangle." China’s Ganfeng Lithium, for example, is the majority stakeholder in Argentina’s Caucharí-Olaroz operation.
Similarly, in Chile, China’s Tianqi Lithium became the second-largest shareholder in SQM, holding 23.8 percent of shares. The Chinese companies Ganfeng Lithium and Tianqi Lithium now represent two of the top three lithium mining companies in the world.
🔻EU investments
The EU has consistently shown interest in South American lithium. In January, Scholz toured Latin America, and lithium mining was not the last thing on the agenda. At the EU-CELAC summit, EU countries announced €45bn ($49,5bn) in investments in the region, some of which are aimed at resource extraction under the guise of green initiatives.
🔻Rare earth elements industry
The US and China have split roles in the rare earth elements (REE) market and have maintained them, at least until recently. China has been developing its own resources and buying cheap raw materials from other countries, Latin America included. China has taken a large share of the REE processing market and has established production of batteries and components needed for green industries, but has not fully engaged in high-tech manufacturing.
The US and other developed countries have taken over the production of the final high-tech products of the green industry. At the same time, the US did not prevent China from increasing its presence in Latin American countries and buying cheap raw materials, as it was beneficial to both countries.
Now the REE market is changing. The US and the EU are interested in negotiating cheap raw material supplies and investing in processing facilities in Latin America, not only to reduce dependence on China but also to get their share of profits.
China is trying to develop its own high-tech manufacturing. In many areas, China will have to start from scratch because developed countries are reluctant to share the technology.
🔻"Lithium triangle" role
In this context, the "lithium triangle" countries don't care who they sell their lithium to: China, the US or the EU. Argentina, Chile and Bolivia are trying to capitalize on the growth of the lithium industry and develop domestic industrial infrastructure. However, these countries will not be able to see the same profits as the developed countries that produce the final high-tech product.
At the same time, by allowing investors into their markets, these countries give up some control. It will be easier for investors to promote their interests and dictate their terms when countries such as Bolivia, Chile and Argentina depend on resource extraction for a significant part of their budget.
🔻🔻🔻
Part 1
#analysis #LatAm #lithium #resources #Chile #Argentina #Bolivia #US #China
☠️ Blood Meridian
🔻Producers
🇦🇺 Australia leads in lithium production by a wide margin, having produced 61,000 tons last year. Australia's lithium production is expected to grow at a rate of 14.2 percent and reach 116,240 tons in 2026 as mines expand. Most of the country’s lithium supply is exported to China as spodumene.
🇨🇱 Chile, the world's second largest lithium producer (39,000 tons per year), focuses not so much on the domestic processing of lithium, but rather on exporting raw materials to, primarily, South Korea, Japan, China and the EU. The recent increase in exports from Chile has predominantly been associated with lithium carbonates, which are relatively unrefined.
🇨🇳 China comes in third, producing 19,000 tons per year. While production in China is comparatively low, China imports lithium in large quantities and dominates lithium refining and battery production.
🔻China's interest
China's rapid increase in the manufacturing of goods and components means that its demand for lithium is growing at 10% a year. China has over half of the world's lithium refining capacity but has to rely on imports for about two-thirds of the raw material.
Chinese companies are now increasing their investments in the "lithium triangle." China’s Ganfeng Lithium, for example, is the majority stakeholder in Argentina’s Caucharí-Olaroz operation.
Similarly, in Chile, China’s Tianqi Lithium became the second-largest shareholder in SQM, holding 23.8 percent of shares. The Chinese companies Ganfeng Lithium and Tianqi Lithium now represent two of the top three lithium mining companies in the world.
🔻EU investments
The EU has consistently shown interest in South American lithium. In January, Scholz toured Latin America, and lithium mining was not the last thing on the agenda. At the EU-CELAC summit, EU countries announced €45bn ($49,5bn) in investments in the region, some of which are aimed at resource extraction under the guise of green initiatives.
🔻Rare earth elements industry
The US and China have split roles in the rare earth elements (REE) market and have maintained them, at least until recently. China has been developing its own resources and buying cheap raw materials from other countries, Latin America included. China has taken a large share of the REE processing market and has established production of batteries and components needed for green industries, but has not fully engaged in high-tech manufacturing.
The US and other developed countries have taken over the production of the final high-tech products of the green industry. At the same time, the US did not prevent China from increasing its presence in Latin American countries and buying cheap raw materials, as it was beneficial to both countries.
Now the REE market is changing. The US and the EU are interested in negotiating cheap raw material supplies and investing in processing facilities in Latin America, not only to reduce dependence on China but also to get their share of profits.
China is trying to develop its own high-tech manufacturing. In many areas, China will have to start from scratch because developed countries are reluctant to share the technology.
🔻"Lithium triangle" role
In this context, the "lithium triangle" countries don't care who they sell their lithium to: China, the US or the EU. Argentina, Chile and Bolivia are trying to capitalize on the growth of the lithium industry and develop domestic industrial infrastructure. However, these countries will not be able to see the same profits as the developed countries that produce the final high-tech product.
At the same time, by allowing investors into their markets, these countries give up some control. It will be easier for investors to promote their interests and dictate their terms when countries such as Bolivia, Chile and Argentina depend on resource extraction for a significant part of their budget.
🔻🔻🔻
Part 1
#analysis #LatAm #lithium #resources #Chile #Argentina #Bolivia #US #China
☠️ Blood Meridian
Forwarded from Rybar in English
🇧🇦🇷🇸 The Cult of Srebrenica: The "Genocide" That Never Was
In Bosnia and Herzegovina, today they remember the victims of the tragic events in Srebrenica in July 1995. As is tradition, foreign delegations participate in memorial events in honor of the anniversary of the "genocide" at the Potočari Memorial Complex. At the UN headquarters in New York, an exhibition dedicated to the victims was solemnly opened.
▪️ On July 11, 1995, the army of the Republika Srpska occupied the Muslim enclave of Srebrenica, which had the status of a "UN-protected zone". According to the version promoted by the Hague Tribunal, during the "genocide" in Srebrenica, allegedly 8,372 civilians of Bosnian Muslims were killed.
▪️ Independent commissions formed over the years confirm the death of no more than three thousand people, and the majority of them were soldiers of the Bosnian army, and some of the prisoners of war were shot while trying to break through towards Sarajevo. There was no talk of any deliberate extermination of the civilian population.
❗️ Experts are sure that the term "genocide" in this case is used by the West as a political tool. A war crime was committed in Srebrenica, but it does not meet all the criteria necessary for such a qualification.
Moreover, an investigation has begun into serious manipulations with data on persons who are listed in the Memorial Center as victims of the alleged genocide. It has been documented that at least 87 people "buried" in Potočari are still alive. Among the "victims of genocide" there were also many who died in battle long before the tragedy in Srebrenica.
For many years, through the efforts of the media and NGOs in the West, their own version of the events was carefully created, ignoring the historical context and facts. This led to attempts to stigmatize the Serbian people as "genocidal" and recognize the Republika Srpska as a "genocidal entity", which could lead to its abolition as an entity. With the help of cultural events, media, and non-profit organizations, the younger generation was vividly told about the "collective guilt" of the Serbian people.
🔻 To learn more about why the Srebrenica massacre became the starting point for the demonization of the Serbs, as well as about the sources of funding and support for writing the history of the "genocide", read our article in more detail.
#Bosnia #media_technologies #Serbia #article #analysis
@rybar together with @balkanossiper
Support us Original msg
In Bosnia and Herzegovina, today they remember the victims of the tragic events in Srebrenica in July 1995. As is tradition, foreign delegations participate in memorial events in honor of the anniversary of the "genocide" at the Potočari Memorial Complex. At the UN headquarters in New York, an exhibition dedicated to the victims was solemnly opened.
▪️ On July 11, 1995, the army of the Republika Srpska occupied the Muslim enclave of Srebrenica, which had the status of a "UN-protected zone". According to the version promoted by the Hague Tribunal, during the "genocide" in Srebrenica, allegedly 8,372 civilians of Bosnian Muslims were killed.
▪️ Independent commissions formed over the years confirm the death of no more than three thousand people, and the majority of them were soldiers of the Bosnian army, and some of the prisoners of war were shot while trying to break through towards Sarajevo. There was no talk of any deliberate extermination of the civilian population.
❗️ Experts are sure that the term "genocide" in this case is used by the West as a political tool. A war crime was committed in Srebrenica, but it does not meet all the criteria necessary for such a qualification.
Moreover, an investigation has begun into serious manipulations with data on persons who are listed in the Memorial Center as victims of the alleged genocide. It has been documented that at least 87 people "buried" in Potočari are still alive. Among the "victims of genocide" there were also many who died in battle long before the tragedy in Srebrenica.
For many years, through the efforts of the media and NGOs in the West, their own version of the events was carefully created, ignoring the historical context and facts. This led to attempts to stigmatize the Serbian people as "genocidal" and recognize the Republika Srpska as a "genocidal entity", which could lead to its abolition as an entity. With the help of cultural events, media, and non-profit organizations, the younger generation was vividly told about the "collective guilt" of the Serbian people.
🔻 To learn more about why the Srebrenica massacre became the starting point for the demonization of the Serbs, as well as about the sources of funding and support for writing the history of the "genocide", read our article in more detail.
#Bosnia #media_technologies #Serbia #article #analysis
@rybar together with @balkanossiper
Support us Original msg
Проект «Рыбарь»
Культ Сребреницы: «геноцид», которого не было
В мемориальном комплексе Поточари в Боснии и Герцеговине сегодня вспоминают жертв трагических событий, которые на Западе много лет старательно возводили...