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What this materials more means for the rest of the world. The consensus is that will be damaging not fatal for the United States. The reason china dominate the market is not because it is the only place where gallium and germanium exists, but because it is by far the cheapest place you can get them from. You dontjust dig them up from the ground, they are derived from a more complicated Reduction Process and china has that capability. So governments and businesses will have to rely on cheaper substitutes and alternative sources. It means prices will go up, it means some products might be less effective and some production right be delayed. 50 some production right be delayed some production right be dela ed. , delayed. So this sort of poses a bit of an delayed. So this sort of poses a bit of an existential delayed. So this sort of poses a bit of an existential thread i a bit ....
We were very much hoping it would move from policy guidance to policy implementation. beverly was not the case. we are seeing a lot more of rehashing what has been said that last week. so i don t think there s anything new in there. it does suggest to us that the government is moving towards this consumption led, driven stimulus, which frankly i think would be quite healthy, given where the witness is going into the second half of this year. going into the second half of this year- this year. but they did not have any this year. but they did not have any sort this year. but they did not have any sort of this year. but they did not have any sort of spending | this year. but they did not - have any sort of spending cuts orany have any sort of spending cuts or any sort of spending packages? are they being aggressive enough to get china s a comme back on track? i think ultimately the government and try to engineer towards a slower, healthier growth. and so gone are the days were rece ....