Left News Wire
A leftist newswire providing commentary, opinion, and covering current events of the rapidly changing political and geopolitical economic landscape.
The long-simmering border dispute between Cambodia and Thailand has escalated into open violence, with both sides exchanging artillery and air fire near the ancient Preah Vihear temple complex. At the time of writing, reports of what is happening on the ground are still unclear. In the Surin province, a petrol station and 7-11 were hit, supposedly by a missile, killing two civilians; a Thai F-16 fighter jet has also reportedly been downed. This latest flare-up seems to be the most serious military clash between the neighboring nations since the Cold War, reviving historical tensions that date back to colonial-era border disputes.
The conflict’s origins trace to 1962 when the International Court of Justice awarded sovereignty of the 11th century Khmer temple to Cambodia, though the surrounding territory remained contested. Periodic flare-ups occurred over subsequent decades, most notably in 2008 when Cambodia’s successful UNESCO World Heritage listing for the temple sparked nationalist protests in Thailand. The situation turned deadly in 2011 when sustained fighting killed dozens and displaced thousands before international intervention temporarily calmed tensions.
Recent months saw renewed friction as Cambodia expanded infrastructure near the border while Thailand increased military patrols in the area. In late May, a Cambodian soldier was killed by Royal Thai Army soldiers, sparking huge nationalist protests across Cambodia.
The immediate trigger for this week’s violence remains unclear, with each side claiming that the other fired first. Domestic political considerations in both nations seem to be playing a significant role, particularly in Thailand where the Royal Thai Military establishment has historically operated with almost complete autonomy from civilian leadership.
A leaked phone conversation between Cambodian de facto leader Hun Sen (father of current Prime Minister Hun Manet) and then Thai Prime Minister Paetongtarn Shinawatra last month revealed attempts at private diplomacy amid the public crisis. Paetongtarn sought to calm tensions, urging restraint, while Hun Sen expressed frustration over Thai military movements near the border.
On the call, Paetongtarn expresses her dismay at her lack of control over the Royal Thai Military at the border. She said, regarding a Royal Thai Military General, “He is on the opposite side (to her)”. This was a clear reference to an open secret in the region: that the Royal Thai Army – responsible for more coups than any other military in modern history – does not answer to a civilian parliament.
The leaking of the phone call led to Paetongtarn’s dismissal as Prime Minister by the Constitutional Court a few weeks later, severely weakening the Phue Thai party’s already fragile coalition. The pro-peasant Phue Thai party has repeatedly been ousted from government via military coup d’état in the past two decades. As such, the recent tension on the border, and outbreak of all out war, cannot be viewed in isolation as a simple state-on-state or Thailand vs Cambodia battle.
Hun Sen had ruled Cambodia for 38 years (1985–2023) before transferring power to his son, Hun Manet, in August 2023. In an oddly similar circumstance, Paetongtarn Shinawatra is the daughter of former Thai Prime Minister Thaksin Shinawatra. Both fathers are considered the real powers behind the office and historically enjoyed close family ties; it was revealed by Wikileaks that Thaksin even backed Hun Sen on Cambodia’s claim to the Preah Vihear Temple around 2009. Indeed, in the leaked phone call between Paetongtarn and Hun Sen, she refers to him as “uncle”.
However, since the leaked call – which, by all accounts, came intentionally from Hun Sen’s side – the relationship has rapidly deteriorated. Since Pheu Thai retook office in 2023 after nearly a decade of military rule, it has faced immense pressure from both ultra-nationalist military loyalists and the newly formed liberal People’s Party. Many in the military would like nothing more than to see Pheu Thai and the Shinawatra family completely expelled from Thai politics due to their pro-peasant populist policies. The recent military escalation on the border—almost confirmed by Paetongtarn as politically motivated—appears to be an attempt to destabilize Pheu Thai’s fragile coalition majority in parliament.
Similarly, it seems Hun Sen has switched sides, so to speak, abandoning any loyalty to the Shinawatras. In return, nationalist sentiment in Cambodia can be used to assuage mounting issues like currency depreciation, wage stagnation, and growing youth unemployment – while also helping legitimize the leadership transition to his son, Hun Manet.
The current clashes present concerns because of changed military capabilities on both sides. Cambodia has recently acquired new drones and artillery systems, while Thailand has invested in advanced fighter jets and missile technology – notably Saab fighter jets from Sweden. This arms build-up increases the risk that any confrontation could rapidly escalate. Several thousand civilians have reportedly already fled villages near the fighting, with border crossings closed and trade cancelled.
ASEAN has called for restraint but faces challenges mediating between member states with competing territorial claims. The regional body’s consensus-based approach makes decisive intervention unlikely unless fighting spreads to other disputed areas along the border.
Historical patterns suggest that the current fighting could follow one of two paths: either a rapid de-escalation as both sides pull back from further confrontation, or a prolonged stalemate that draws in international mediators. With nationalist sentiment running high in both capitals and military establishments wary of appearing weak, the coming days will prove crucial.
At its core, the conflict over Preah Vihear dispute represents more than just a border quarrel – it encapsulates the enduring challenges of post-colonial boundaries, the difficulty of reconciling historical claims with modern realities and the sometimes invisible domestic power struggles that take place in the capitals.
The conflict has already devastated rural communities on both sides. During the 2011 clashes over Preah Vihear temple, over 30,000 Cambodian villagers were forced to flee, many losing crops and livestock that sustained their families. On the Thai side, provinces like Surin saw cross-border trade – normally worth billions annually – plummet by 60% during tensions, starving markets that thousands depend on.
Landmines remain a grim legacy, with uncleared fields, and reportedly new mines, still claiming limbs and lives. Both countries have militarized border zones, forcing rural families into instability, with children’s education and healthcare access often compromised. The politicization of the dispute has further marginalized these communities, as nationalist rhetoric drowns out their own day-to-day economic and humanitarian struggles. As artillery shells once again fall around the ancient temple, the human and political costs of this conflict continue to mount.
Kay Young is a writer and editor at DinDeng journal (Thailand). He has a forthcoming book on Thai revolutionary history with LeftWord Books (India).
This article was produced by Globetrotter.
The post War between Cambodia and Thailand around an ancient temple appeared first on Peoples Dispatch.
From Peoples Dispatch via this RSS feed
Humanitarian groups have accumulated tens of thousands of trucks’ worth of aid that are in “limbo,” sitting in warehouses awaiting approval for entry into Gaza that may never come, Oxfam said on Thursday — as Israel runs a propaganda campaign attempting to blame its starvation plan on the very aid groups to whom it’s denying access. According to Oxfam, international humanitarian agencies have…
From Truthout via this RSS feed
Bullets:
The Pentagon just announced a large equity stake in MP Materials, the only operational mine in the US for some rare earth minerals.
Thanks for reading Inside China / Business! Subscribe for free to receive new posts and support my work.
Defense contractors are scrambling to secure new sources of metals and magnets, now in critically short supply because of export bans by China, who has monopolies on refining and magnet production.
US stockpiles of strategic minerals and metals are at 50-year lows, while US and NATO arsenals are running down in Ukraine and the Middle East.
China has declared a nationwide effort at all levels to crack down on the illegal smuggling of rare earths, which Beijing considers a key strategic asset.
Report:
Good morning.
The Pentagon and weapons contractors are wide awake now, on the rare earth metals problem. China has monopolies over the refining and processing of the rare earth metals crucial for building advanced weapons. And there is a perfect storm on the demand side, as the Israeli Defense Forces and Ukraine are burning through NATO and US stockpiles of those advanced weapons.
This is a good summary to begin. China is the dominant supplier of rare earth metals and magnets, and China is relaxing some of the exports, for civilian applications. But for defense contractors who need rare earths and magnets from China, the answer remains a hard no. So Western governments and companies are trying to build new supply chains, independent of China.
There is a huge black market that has developed in these metals, and Chinese authorities are going after exporters here, in China, who are trying to get around the export controls. Last year there were more rare earth shipments intercepted than in all previous years combined.
China’s intelligence agencies report that foreign intelligence services are organizing the illicit trafficking of the rare earths, which Beijing considers a strategic asset. This is the official post on Wechat, and the English for the first paragraph.
Recently, there was a big meeting of top officials from the Commerce Ministry, intelligence services, customs and postal. If it seems strange that intelligence officers were meeting urgently with the mailman, here’s the reason: a foreign intelligence agency – which was not publicly identified -- was going through the postal system to illicitly acquire rare earths. Smugglers used fake shipping labels, or divided up large shipments into small ones so more were likely to get through. Others mixed them with different materials, and identified rare earth metals as other products on shipping manifests.
So China now has a whole-of-government effort: everyone, everywhere is directed to strictly enforce bans on transshipments, false declarations, and are authorized to blacklist anyone attempting to go around.
Washington fights trade wars with tariffs and import bans, while China shuts off access to supply chains. Tariffs are irrelevant, in the case of products that have no substitute, or in the absence of friendly countries that can provide them instead. Nobody has more money than the Pentagon, and US defense contractors are still doing without the magnets they need to build new missile and bombs that are blowing up every day in the Middle East and Ukraine.
Nobody was paying much attention to the problem at all, not really, but now it’s every day we get pieces like this. The Rare Earth crunch threatens the development of the F-47 fighter, a 6th-generation plane that will cost over $300 million each. If we wonder if that’s a good use of taxpayer money, compared to all the other problems we’ve got, hopefully this part is helpful: The steep cost of these planes is justified by all the cutting-edge tech the aircraft is going to have.
But the analysis here explains, system-by-system, why the plane won’t get put together at all without those rare earth metals that China has locked up export markets for. Boeing has the contract to build the plane, and Boeing’s defense unit is on China’s export ban list, and so until Boeing can figure another way to get all these rare earths, then get them refined, they can forget about getting any of this $20 billion.
This is from Modern War Institute. There is a nice photo here of an assembly line for warplanes, and with a headline that complains that China is weaponizing their supply of shiny rocks that those guys in the photo need to make their planes work. China’s export controls on rare earth elements were “a shot across the bow of the US defense industrial base.” Fighter jets, satellites, missiles, submarines—nobody can build them without materials made in China. 90% of the rare earth magnets come from here, and 85% of the refined rare earths, so the United States and their allies don’t have the raw materials to fight a future war. At the peak of the Cold War, over 40 years ago or so, the United States had $42 billion of reserves, now it’s under $1 billion.
So the Defense Department has no choice now, but to get into the mining business. The Pentagon is investing directly in some companies that can do some rare earth mining, but it won’t be until 2027 at the earliest that any new production comes out of the ground, if then. And that’s just raw materials. Then they still need to be refined, and turned into magnets.
The Pentagon bought a 15% stake in MP Materials to build some magnets. The entire world is reliant on China for rare earth metals, and MP Materials is the only mine in the United States that is operational, right now. MP produces only a handful of the materials the Pentagon needs to build stuff, but something is better than nothing, and better late than never.
The company will invest the Pentagon money into building a facility that makes magnets, with the hope that it’s producing by 2028, and the Pentagon will buy all the magnets produced for the next ten years, at a minimum price of $110 per kilogram. MP Materials stock took off, more than tripling since the beginning of the year:
Even with all the new Pentagon money, and the order minimums that protect MP from falling market prices, it’s probably not nearly enough to matter. It is $400 million in preferred stock and some warrants, which will go toward the new magnets facility. Nobody has even figured out yet where that new facility will be. The company has begun trial production of magnets at another location, in Texas, where they hope to eventually produce 1,000 tons a year.
That may seem impressive, until we pull back a bit, and learn that China’s annual production is 240,000 tons. Even at full production, much later, MP will still be less than one half of one percent of China’s output. And remember that MP is focused only on a small number of the rare earths needed by Boeing to get their plane in the air in ten years, and needed in Israel and Ukraine right now.
MP, at full production, might move the needle, slightly, on the magnets problem, but not for any of the other rare earths that go into a missile or a bomb or an artillery shell, let alone a phone or a car.
This is all getting super expensive now though. It almost makes us wonder if we should be doing it at all.
Resources and links:
China’s Dominance in Rare Earth Magnet Manufacturing
https://rareearthexchanges.com/news/chinas-dominance-in-rare-earth-magnet-manufacturing/
MP Materials Restores U.S. Rare Earth Magnet Production Chain
https://rareearthexchanges.com/news/rare-earth-magnet-production/
Wechat announcement
https://mp.weixin.qq.com/s/FMhLk6B0pTFg0zfB3ciq4w?poc%5C_token=HB8bf2ijNJpeS0ww1BuAx0p%5C_Gi45HXQVZdwI-VpxBloomberg, China Vows ‘Zero Tolerance’ for Smuggling of Critical Minerals
Bloomberg, China Spy Agency Accuses Foreign Agents of Stealing Rare Earths
Reuters, China's spy agency attacks foreign efforts to 'steal' rare earths
China’s spy agency accuses foreign agencies of smuggling rare earths
Rare Earth Crunch Threatens the F-47 NGAD Fighter Program-Is Pentagon Deal Making Sufficient?
Rare Earths, Rare Power: The Global Race for the World’s Most Strategic Resource
Minerals, Magnets, and Military Capability: China’s Rare Earth Weaponization Should Be a Wake-Up Call
Pentagon to become rare earth mining company's largest stockholder
Forbes, U.S. Becomes Largest Shareholder In MP Materials—Rare Earth Miner—To Counter China
Boeing secures $20 billion contract for F-47 NGAD fighter to replace F-22—Is this a game changer for U.S. air superiority?
Finviz, MP
https://finviz.com/quote.ashx?t=MP&p=d
Nikkei, China says it stopped rare-earth smuggling by foreign spy agency
Israel may run low on missile interceptors, putting US in a 'bind'
Wall Street Journal, Israel Is Running Low on Defensive Interceptors
NBC, Pentagon halts weapons shipment to Ukraine amid concerns over U.S. stockpile
Politico, Pentagon halting some promised munitions for Ukraine
https://www.politico.com/news/2025/07/01/pentagon-munitions-ukraine-halt-00436048
Thanks for reading Inside China / Business! Subscribe for free to receive new posts and support my work.
From Inside China / Business via this RSS feed
Israel is majorly restricting visas for UN humanitarian affairs workers seeking entry into Gaza, seemingly in attempts to deepen the humanitarian catastrophe there, after effectively barring the top humanitarian official for the region from entering this weekend. On Sunday, Israeli Foreign Minister Gideon Saar said that they will not renew the visa of Jonathan Whittall, the head of the UN’s…
From Truthout via this RSS feed
Approximately 100 incarcerated Iranian trans people are missing, presumed dead, after an Israeli strike on the infamous Evin Prison. Authorities inside Iran, and political prisoners from inside the prison, are saying these missing individuals were killed in the bombardment. Israeli officials and media have framed the attack on Evin as “symbolic”: Israel wanted to show Iranians that it…
From Truthout via this RSS feed
Police gang databases are known to be faulty. The secret registries allow state and local cops to feed civilians’ personal information into massive, barely regulated lists based on speculative criteria — like their personal contacts, clothing, and tattoos — even if they haven’t committed a crime. The databases aren’t subject to judicial review, and they don’t require police to notify the people they peg as gang members.
They’re an ideal tool for officials seeking to imply criminality without due process. And many are directly accessible to Immigration and Customs Enforcement.
An investigation by The Intercept found that at least eight states and large municipalities funnel their gang database entries to ICE — which can then use the information to target people for arrest, deportation, or rendition to so-called “third countries.” Some of the country’s largest and most immigrant-dense states, like Texas, New York, Illinois, and Virginia, route the information to ICE through varied paths that include a decades-old police clearinghouse and a network of post-9/11 intelligence-sharing hubs.
Both federal immigration authorities and local police intelligence units operate largely in secret, and the full extent of the gang database-sharing between them is unknown. What is known, however, is that the lists are riddled with mistakes: Available research, reporting, and audits have revealed that many contain widespread errors and encourage racial profiling.
The flawed systems could help ICE expand its dragnet as it seeks to carry out President Donald Trump’s promised “mass deportation” campaign. The administration has cited common tattoos and other spurious evidence to create its own lists of supposed gang members, invoking the 1798 Alien Enemies Act to send hundreds to El Salvador’s notorious Terrorism Confinement Center prison, also known as CECOT. Gang databases The Intercept identified as getting shared with ICE contain hundreds of thousands of other entries, including some targeted at Central American communities that have landed in the administration’s crosshairs. That information can torpedo asylum and other immigration applications and render those seeking legal status deportable.
“They’re going after the asylum system on every front they can,” said Andrew Case, supervising counsel for criminal justice issues at the nonprofit LatinoJustice. “Using gang affiliation as a potential weapon in that fight is very scary.”
Information supplied by local gang databases has already driven at least one case that became a national flashpoint: To justify sending Kilmar Abrego Garcia to CECOT in March, federal officials used a disputed report that a disgraced Maryland cop submitted to a defunct registry to label him as a member of a transnational gang. The report cited the word of an unnamed informant, Abrego’s hoodie, and a Chicago Bulls cap — items “indicative of the Hispanic gang culture,” it said.
[
Related
The Evidence Linking Kilmar Abrego Garcia to MS-13: A Chicago Bulls Hat and a Hoodie](https://theintercept.com/2025/04/18/trump-kilmar-abrego-garcia-ms13-gang-database/)
The case echoed patterns from Trump’s first term, when ICE leaned on similar information from local cops — evidence as flimsy as doodles in a student’s notebook — to label immigrants as gang members eligible for deportation. As Trump’s second administration shifts its immigration crackdown into overdrive, ICE is signaling with cases like Abrego’s that it’s eager to continue fueling it with local police intelligence.
Nayna Gupta, policy director at the American Immigration Council, argued that this kind of information-sharing boosts ICE’s ability to target people without due process.
“This opens the door to an incredible amount of abuse,” she said. “This is our worst fear.”
In February, ICE arrested Francisco Garcia Casique, a barber from Venezuela living in Texas. The agency alleged that he was a member of Tren de Aragua, the Venezuelan gang at the center of the latest anti-immigrant panic, and sent him to CECOT.
Law enforcement intelligence on Garcia Casique was full of errors: A gang database entry contained the wrong mugshot and appears to have confused him with a man whom Dallas police interviewed about a Mexican gang, USA Today reported. Garcia Casique’s family insists he was never in a gang.
It’s unclear exactly what role the faulty gang database entry played in Garcia Casique’s rendition, which federal officials insist wasn’t a mistake. But ICE agents had direct access to it — plus tens of thousands of other entries from the same database — The Intercept has found.
Under a Texas statute Trump ally Gov. Greg Abbott signed into law in 2017, any county with a population over 100,000 or municipality over 50,000 must maintain or contribute to a local or regional gang database. More than 40 Texas counties and dozens more cities and towns meet that bar. State authorities compile the disparate gang intelligence in a central registry known as TxGANG, which contained more than 71,000 alleged gang members as of 2022.
Texas then uploads the entries to the “Gang File” in an FBI-run clearinghouse known as the National Crime Information Center, state authorities confirmed to The Intercept. Created in the 1960s, the NCIC is one of the most commonly used law enforcement datasets in the country, with local, state, and federal police querying its dozens of files millions of times a day. (The FBI did not answer The Intercept’s questions.)
“This opens the door to an incredible amount of abuse.”
ICE can access the NCIC, including the Gang File, in several ways — most directly through its Investigative Case Management system, Department of Homeland Security documents show. The Obama administration hired Palantir, the data-mining company co-founded by billionaire former Trump adviser Peter Thiel, to build the proprietary portal, which makes countless records and databases immediately available to ICE agents. Palantir is currently expanding the tool, having signed a $96 million contract during the Biden administration to upgrade it.
TxGANG isn’t the only gang database ICE can access through its Palantir-built system. The Intercept trawled the open web for law enforcement directives, police training materials, and state and local statutes that mention adding gang database entries to the NCIC. Those The Intercept identified likely represent a small subset of the jurisdictions that upload to the ICE-accessible clearinghouse.
New York Focus first reported the NCIC pipeline-to-immigration agents when it uncovered a 20-year-old gang database operated by the New York State Police. Any law enforcement entity in the Empire State can submit names to the statewide gang database, which state troopers then consider for submission to the NCIC. The New York state gang database contains more than 5,100 entries and has never been audited.
[
Related
CBP Agents Can Have Gang Tattoos — as Long as They Cover Them Up](https://theintercept.com/2025/07/16/cbp-ice-trump-gang-tattoos-cecot/)
The Wisconsin Department of Justice, which did not respond to requests for comment, has instructed its intelligence bureau on how to add names to the NCIC Gang File as recently as 2023, The Intercept found. Virginia has enshrined its gang database-sharing in commonwealth law, which explicitly requires NCIC uploading. In April, Virginia authorities helped ICE arrest 132 people who law enforcement officials claimed were part of transnational gangs.
The Illinois State Police, too, have shared their gang database to the FBI-run dataset. They also share it directly with the Department of Homeland Security, ICE’s umbrella agency, through an in-house information-sharing system, a local PBS affiliate uncovered last month.
The Illinois State Police’s gang database contained over 90,000 entries as of 2018. The data-sharing with Homeland Security flew under the radar for 17 years and likely violates Illinois’s 2017 sanctuary state law.
“Even in the jurisdictions that are not inclined to work with federal immigration authorities, the information they’re collecting could end up in these federal databases,” said Gupta.
Aside from the National Crime Information Center, there are other conduits for local police to enable the Trump administration’s gang crusade.
Some departments have proactively shared their gang information directly with ICE. As with the case of the Illinois State Police’s gang database, federal agents had access to the Chicago Police Department’s gang registry through a special data-sharing system. From 2009 to 2018, immigration authorities searched the database at least 32,000 times, a city audit later found. In one instance, the city admitted it mistakenly added a man to the database after ICE used it to arrest him.
The Chicago gang database was full of other errors, like entries whose listed dates of birth made them over 100 years old. The inaccuracies and immigration-related revelations, among other issues, prompted the city to shut down the database in 2023.
Other departments allow partner agencies to share their gang databases with immigration authorities. In 2016, The Intercept reported that the Los Angeles Police Department used the statewide CalGang database — itself shown to contain widespread errors — to help ICE deport undocumented people. The following year, California enacted laws that prohibited using CalGang for immigration enforcement. Yet the California Department of Justice told The Intercept that it still allows the Los Angeles County Sheriff’s Office to share the database, which contained nearly 14,000 entries as of last year, with the Department of Homeland Security.
“Each user must document their need to know/right to know prior to logging into CalGang,” and that documentation is “subject to regular audit,” a California Department of Justice spokesperson said.
[
Read Our Complete Coverage
The War on Immigrants](/collections/the-war-on-immigrants/)
Local police also share gang information with the feds through a series of regional hubs known as fusion centers. Created during the post-9/11 domestic surveillance boom, fusion centers were meant to facilitate intelligence-sharing — particularly about purported terrorism — between federal, state, and local law enforcement agencies. Their scope quickly expanded, and they’ve played a key role in the growth of both immigration- and gang-related policing and surveillance.
The Boston Police Department told The Intercept that agencies within the Department of Homeland Security seek access to its gang database by filing a “request for information” through the fusion center known as the Boston Regional Intelligence Center. In 2016, ICE detained a teenager after receiving records from the Boston gang database, which used a report about a tussle at his high school to label him as a gang member. Boston later passed a law barring law enforcement officials from sharing personal information with immigration enforcement agents, but it contains loopholes for criminal investigations.
In the two decades since their creation, fusion center staff have proactively sought to increase the upward flow of local gang intelligence — including by leveraging federal funds, as in the case between the Washington, D.C., Metropolitan Police Department and the Maryland Coordination and Analysis Center, which works directly with the Department of Homeland Security. An email from 2013, uncovered as part of a trove of hacked documents, shows that an employee at the Maryland fusion center threatened to withhold some federal funding if the D.C. police didn’t regularly share its gang database.
“I wanted to prepare you that [sic] your agency’s decision … to NOT connect … may indeed effect [sic] next years [sic] funding for your contractual analysts,” a fusion center official wrote. “So keep that in mind…………..”
Four years later, ICE detained a high schooler after receiving a D.C. police gang database entry. The entry said that he “self-admitted” to being in a gang, an Intercept investigation later reported — a charge his lawyer denied.
For jurisdictions that don’t automatically comply, the Trump administration is pushing to entice them into cooperating with ICE. The budget bill Trump signed into law on the Fourth of July earmarks some $14 billion for state and local ICE collaboration, as well as billions more for local police. Official police partnerships with ICE had already skyrocketed this year; more are sure to follow.
Revelations about gang database-sharing show how decades of expanding police surveillance and speculative gang policing have teed up the Trump administration’s crackdowns, said Gupta of the American Immigration Council.
“The core problem is one that extends far beyond the Trump administration,” she said. “You let the due process bar drop that far for so long, it makes it very easy for Trump.”
The post State Cops Quietly Tag Thousands as Gang Members — and Feed Their Names to ICE appeared first on The Intercept.
From The Intercept via this RSS feed
This is a transcript, for the video here:
Bullets:
Thanks for reading Inside China / Business! Subscribe for free to receive new posts and support my work.
Professional gangs are targeting key infrastructure in American cities, stealing copper and metals from street lights, telecommunications systems, bridges, and even statues and cemeteries.
Copper is in critically short supply, and new tariffs are pushing prices in US markets to record highs.
But China is the world's top consumer of copper, and prices are up only slightly on the year.
China has strongly diversified its supply chain of metals from resource-rich producers in South America, Africa, and elsewhere in Asia.
Over the past decade, Chinese firms have invested hundreds of billions of dollars to secure reliable sources of raw materials, and build comprehensive logistics systems. As a result, Chinese markets are well supplied.
Report:
Good morning. This feature in the New York Times reads like what happens in a third-world nation, in a failed state. Some of the richest cities in the United States are being stripped bare of copper, and infrastructure is failing. In LA, the lights are out across dozens of blocks, and on the Sixth Street Bridge and on the 405. Almost 300 fire hydrants have been stolen, just this year. In just one district near downtown, there were over 6,000 incidents of copper wire theft last year, more than ten times five years ago--and 600 was bad enough.
Sophisticated criminal enterprises are recruiting drug addicts to steal copper across the city, wherever it is. Now there are huge sections of Los Angeles with no lights, and their officials there are taking statues down and locking them up. Up the coast, cemeteries are being robbed.
St. Paul is the capital of Minnesota, same problem there. The light poles are easily broken into and the wire stripped out. The mayor says he notices the problem every time he goes out at night, and complains that as soon as they’re repaired, the baddies come back and rip them out again. Now their pedestrians are getting killed.
Denver is the capital of Colorado, thieves there stole some bronze off the MLK memorial, causing $85,000 in damage. The metal was worth $400. Bronze is copper, an alloy of copper and tin. In Las Vegas: 184 miles of wiring stolen from streetlights there in the past two years.
It’s happening all across the country, and it’s causing big, expensive problems for just tiny amounts of money. They’re only getting pennies on the dollar from scrap yards, while costing cities millions to fix and creating hazards to public safety. Nobody can remember a time when our bridges, telecom cables and fire hydrants have been targeted at such a large scale.
The problem is a severe shortage of copper. Copper is important in everything, and we don’t have nearly enough of it. Globally there will be a shortage of 10 million tons of copper in coming years. Copper prices in the United States are at record highs, and probably going higher still. Trump announced a 50% tariffs on copper imports that will kick in on 1 August. Prices went up 13% in a single day, which was the biggest one-day jump in 57 years.
Manufacturing executives were already concerned, and now they’re panicking. Copper inventories are running low, existing supply contracts at previous, lower prices have just a few weeks to go, and the only thing everyone is sure of now is that copper prices will be a lot higher from now on. Imported copper is 53% of US demand.
Nobody knows what the rules are anymore. Suppliers to Daimler North America are declaring force majeure to raise prices on existing contracts, because of tariffs.
This is a strange thing, though, that copper prices are hitting records in US markets, with shortages so bad that drug addicts are ripping down statues and light poles, but in other markets it’s not nearly as big a problem. This is a chart of copper futures in the United States. There was a big drop in April of this year, then a big bounce back, then the huge move up in early July.
This chart is copper in China, though, and shows the percentage move since the April low. Chinese copper prices are up just 2.8% since the bottom in April. Prices here did spike, briefly, over a 10-day period beginning on 23 June, but since are way off those highs. We don’t want to assume much looking at charts, but copper prices in China MAY BE—could be—saying that the high tariffs in US markets will mean that more copper will be available everywhere else. Could be that.
Here is a song we know by heart. The United States uses more of everything that we’re able to make for ourselves, and there’s no fix to that anytime soon. We need copper for everything—construction, electronics, transportation, consumer and general, industrial equipment—and we’ve just learned about problems of street lights and bridges. There is some good news on the mining side—capacity has gone up since 2000. But refinery capacity is down. That means that the US exports copper ores and concentrates, sends that out to be refined abroad, and imports the refined and finished copper products. Much of that refining takes place in Canada. South Korea, Germany, Peru and Mexico are also high on that list, of exporters of refined copper to the American market. China was the 16th-largest source, at just over 1%. And it’s that part that has analysts confused. China is dominant for copper smelting and refining, but almost all of that is for their domestic market, and for Chinese manufacturers. So the new tariffs on copper won’t impact Chinese industry negatively at all. They will instead hurt manufacturers in the United States, and their suppliers.
The ready answer to that is that we need to open more new mines and refineries in the United States, and these high tariffs will push investors to deploy billions of dollars to open new sources of supply. But it takes an average of 29 years to open a mine in the US. It takes seven to ten years just to get the permits approved, and investors know that won’t happen until after this presidential administration is gone, and the next one besides. The US also has more lawyers than the rest of the world combined, and it’s a lot more profitable for a lot less effort just to file lawsuits to stop new projects, or get companies to pay lots of money to have nuisance suits go away. There’s never an end to that. Resolution Copper in Arizona could theoretically meet a fourth of American copper demand, but can’t get a permit after twelve years of trying.
So we have no choice but to import. Here are the global copper producers for 2023, by country. China is its own market. Indonesia and Kazakhstan have very close ties to China. Chile, Peru, and the DRC are huge copper producers, so one approach may be to develop strong relationships with copper producers in those countries, and invest in their industries, so that we can be well supplied with copper in our markets.
That is a great idea, and it’s one that China already thought of a long time ago. This is what their Belt and Road Initiative was all about: investing hundreds of billions of dollars into resource-rich countries across the world, develop strong relationships, and invest in their industries. Congo sends most of their copper to China, after massive Chinese investments in Africa. China also heavily invested in the smelting of copper in the DRC, so the local industry there can keep more value-added profits in-country.
We should probably forget about Peru, too. Some of the biggest mines in Peru are co-owned or co-operated by Chinese companies, and Peru just opened one of the largest deep-water ports in the world, using loans from Chinese banks. It cost $3.5 billion, will transform global trade and will reach deep into other areas of South America, and will shorten logistics chains for industries there. The takeaway here is that this map doesn’t tell even half the story. Peru is a giant copper producer. So is the DRC. But none of that copper is coming our way, for now and maybe forever. Copper prices head higher in American markets because we don’t have nearly enough, and they go up a lot when new tariffs mean that the copper our companies do come by is going to be a lot more expensive. Everywhere else, it’s just business as usual.
This is Yangshuo, in Guangxi. Be Good.
Resources and links:
China builds $3.5 billion mega-port in Peru; US responds offering 40-year-old trains
https://geopoliticaleconomy.com/2024/11/21/china-builds-port-peru-us-old-trains/
Chancay port opens as China’s gateway to South America
https://www.aiddata.org/blog/chancay-port-opens-as-chinas-gateway-to-south-america
Bloomberg, Trump’s 50% Copper Import Tariff Said to Cover Refined Metal
Visualizing Copper Production by Country in 2023
https://www.visualcapitalist.com/visualizing-copper-production-by-country-in-2023/
Copper Tariffs Are the New Steel Tariffs
https://www.cato.org/blog/copper-tariffs-are-new-steel-tariffs
The spectacular folly of Donald Trump’s copper tariffs
https://www.economist.com/business/2025/07/17/the-spectacular-folly-of-donald-trumps-copper-tariffs
New Map of the Belt and Road Initiative
https://www.clingendael.org/publication/new-map-belt-and-road-initiative
US manufacturing industry speaks out: The copper tariff policy must be clarified as soon as possible!
Copper prices have surged to record highs — and they could jump higher. Here’s why
https://www.cnn.com/2025/07/17/investing/copper-prices-us-market-tariffs
New York Times, Metal Thieves Are Stripping America’s Cities
https://www.nytimes.com/2024/07/09/us/copper-theft-heavy-metal.html
Copper price: Chinese smelters ramp up exports, potentially squeezing home market too
Five Things to Watch in Commodities as China Targets Overcapacity
China’s copper boom under threat as miners test bargaining power
https://finviz.com/futures_charts.ashx?p=d&t=HG
China Copper Spot Price
https://www.sunsirs.com/uk/prodetail-524.html
Chasing copper and cobalt: China’s mining operations in Peru and the DRC
https://www.aiddata.org/blog/chasing-copper-and-cobalt-chinas-mining-operations-in-peru-and-the-drc
Congo emerges as China’s strategic copper supplier
$165 Million Chinese Smelter to Deepen China's Grip on DRC’s Copper
Las Bambas Copper Mine: Chinese Financing for Transition Minerals
China's MMG to invest $2 billion in Peru's Las Bambas copper mine
https://www.yieh.com/en/News/chinas-mmg-to-invest-2-billion-in-perus-las-bambas-copper-mine/136749
Thanks for reading Inside China / Business! Subscribe for free to receive new posts and support my work.
From Inside China / Business via this RSS feed
The Freedom Flotilla’s “Handala” is en route to break the naval siege on Gaza, carrying 21 crew members along with food, medical supplies, and toys for Gaza’s children. After spending a week in the Italian city of Gallipoli for final technical preparations, the Handala’s crew is now sailing toward Palestine – and is calling for global attention and support as they anticipate obstructions and attacks from Israeli occupation forces.
Even while the ship was docked in Italy, the Freedom Flotilla reported multiple incidents that appeared to be acts of sabotage. On the weekend of the launch, volunteers discovered rope tied around the vessel’s propeller, something that is unlikely to have happened by accident. Then, on Sunday, July 20, the scheduled day of departure, the crew was shocked by an incident involving a delivery that was supposed to be fresh water. “The truck sent to deliver fresh water to our boat for washing and cooking on the journey carried not water, but sulfuric acid,” the Freedom Flotilla reported. “We have reason to believe these were calculated attempts to harm our crew and obstruct our mission, though we await the outcome of a full investigation,” they added on social media.
Read more: Freedom Flotilla to sail again with new mission
Following the experience of the volunteers aboard the “Madleen*“*, who were abducted by Israeli forces in international waters, imprisoned, and later deported, those on board the “Handala” are well aware of the risks their voyage entails. Trade unionist Christian Smalls, a key figure in labor organizing at Amazon, underscored this in a conversation with British MP Jeremy Corbyn on Monday. Smalls urged the public to closely monitor the Handala’s progress through social media and live tracking to help ensure some degree of protection for the crew.
In addition to Smalls, six other US citizens are aboard the ship, along with journalists, healthcare workers, trade unionists, and members of parliament from France, Italy, Spain, Norway, and other countries. Their appeals echo those of previous crews: for their governments to take a stand against Israel’s genocide in Gaza and ensure the safety of the mission. As with the “Madleen”, the volunteers emphasize that this mission is fully in accordance with international law, making it all the more urgent that the international community acts to prevent harm to those involved.
Read more: The genocide industry: UN rapporteur exposes over 60 companies complicit in Israel’s crimes against Palestinians
In line with the Freedom Flotilla’s guiding principle that ordinary people must act when governments fail, those aboard the “Handala” have described their decision to participate as a response to the ongoing complicity of Global North countries in Israel’s assault. “This is me taking a stand as an American citizen,” Smalls told Corbyn, noting that billions of US taxpayer dollars are funding Israel’s genocidal campaign. “We come with baby food, toys, medicine, and hope – not just for Gaza, but for the future of our children in America back home,” he added in a video message shared by the Freedom Flotilla.
The Handala’s mission is dedicated specifically to the children of Gaza, who have been viciously targeted, maimed, and starved throughout Israel’s 21-month-long assault – and long before. “We sail for the children of Gaza – for families who are enduring siege, starvation, and slaughter while governments of the world participate or do nothing,” the Freedom Flotilla said in a statement.
The post “Handala” sets sail for the children of Gaza appeared first on Peoples Dispatch.
From Peoples Dispatch via this RSS feed
In a gut punch to the base, National Education Association leaders lickety-split dismissed a motion passed by a majority of the NEA’s 7,000 delegates not to partner with the Anti-Defamation League (ADL) for curriculum or professional development. In a possible violation of the union’s Standing Rules, evidence suggests the leadership failed to solicit written rebuttals and oral presentations from dissenting state and local affiliate presidents. Instead the Board of Directors seemingly rubber-stamped the NEA Executive Committee recommendation to not implement New Business Motion (NBI) (39), passed by the Representative Assembly (RA) July 5th in Portland.
All it took were a few hundred emails from the Israel lobby and an announcement from ADL CEO Jonathan Greenblatt– the guy who compared a keffiyeh to a Swastika – that he personally spoke to union President Becky Pringle to urge abandonment of the motion.
On a Friday night, July 18, less than two weeks after the NEA Representative Assembly (RA) voted “not to use, endorse or publicize any materials from the Anti-Defamation League,” Pringle, president of the 3-million member union, issued a statement.
“After consideration, it was determined that this proposal would not further NEA’s commitment to academic freedom, our membership, or our goals,” wrote Pringle, a former middle school science teacher who heads the largest teachers union–and the largest union– in the United States. “There is no doubt that antisemitism is on the rise. Without equivocation, NEA stands strongly against antisemitism.”
Ironically, it was a member of Jewish Voice for Peace, delegate Judy Greenspan of California, who introduced the ADL motion that emerged from the NEA Educators for Palestine Caucus.
In response to the NEA Board of Directors’ decision to nullify the RA vote, Greenspan said, “We are disappointed that the NEA not only violated a significant tenet of trade unionism by denying our democratically elected vote but also lost an opportunity to speak out against a harmful resource in our schools.”
Critics of the ADL point to its pro-Israel curriculum that links to hand-outs attacking Jewish Voice for Peace and the movement to boycott, divest, and sanction Israel for its occupation of Palestine.
“The ADL is not a neutral body. It is a bully pulpit that is used to disrupt, dox, and target supporters of Palestine, and opponents of racism, transphobia and oppression,” said Greenspan. “ We will continue to speak out and rise up in NEA until justice is served.”
Quick to celebrate subversion of union democracy, the ADL, together with the Jewish Federations of North America welcomed the NEA Executive Committee and Board of Directors’ decision “to reject this misguided resolution that is rooted in exclusion and othering, and promoted for political reasons.”
Nora Lester Murad, a member of the founding team of the Drop the ADL from Schools campaign, said the NEA board made a mistake by caving to a bully. “If the NEA thinks that capitulating to the political demands of the ADL will protect its members from Israel lobby attacks, they are wrong. Educators and union members need the NEA, the largest union in the country, to speak the truth about political organizations masquerading as educational partners.”
Those who wonder whether the Board’s decision will backfire need only read the full ADL statement, which suggests there will be more demands coming down the pike. In a finger-waving scold, the ADL statement adds that the NEA “must redouble efforts to ensure that Jewish educators are not isolated and subjected to antisemitism in their unions and that students are not subjected to it in the classroom.”
The ADL’s definition of antisemitism as anti-Zionism, however, confuses the public and leads to inflated statistics, say critics. In 2024, Wikipedia editors agreed. They called the ADL an unreliable source on antisemitism and Israel/Palestine and told its contributors not to cite the ADL in articles on those topics.
In a Wikipedia discussion, a username Loki who has edited thousands of Wikipedia articles, said, “The ADL is heavily biased regarding Israel/Palestine to the point of often acting as a pro-Israel lobbying organization.” In fact, the ADL in 2024 spent nearly $1.5 million dollars on lobbying, pushing legislation to center criticism of Israel in examples of antisemitism.
The NEA Board decision to side with the ADL drew adjectives like “shameful” and “anti-democratic” on the union’s Instagram account, where a smattering of backers of the ADL fenced with a flood of infuriated union members. One commenter wrote, “If this is what democracy looks like within the NEA, then we’ll take a hard pass. The irony is that this is very Trump like …”
Also troubling to anti-genocide teachers is the NEA’s passage of a Jewish Affairs Caucus NBI (52) to “educate” members about the US State Department’s definition of antisemitism. The State Department has adopted the International Holocaust Remembrance Alliance (IHRA) examples which conflate criticism of Israel with antisemitism. Any attempt to “educate” members would chill the speech of teachers and students. Meanwhile, NBI (26) was referred to the Executive Committee to adopt a “Screening Out Hate” checklist, also aligned with the IHRA, because “it cannot be accomplished without further staff and resources.”
Despite President Pringle’s refusal to implement the motion to reject the ADL, she conceded in her statement that this decision is “in no way an endorsement of the ADL’s full body of work,” adding words of warning to the litigious lobby group. “We are calling on the ADL to support the free speech and association rights of all students and educators. We strongly condemn abhorrent and unacceptable attacks on our members who dedicate their lives to helping their students thrive. Our commitment to freedom of speech fully extends to freedom of protest and dissent, whether in the public square or on college campuses.”
NEA’s commitment to free speech may be tested should the ADL object to teachers introducing lessons on the history of Zionist erasure of Palestine. NEA delegate Merrie Najimy, former President of the Massachusetts Teachers Association, points out that rank and file delegates also passed Amendment 5 to support the teaching of “accurate” Arab-American history. Scholars, such as authors Rashid Khalidi and Ilan Pappé, write Arab-American history encompasses the Nakba, the Arabic term for the “catastrophe” of 1948 when Zionist terrorist militias massacred Palestinian villages to impose a Jewish state.
Passage of an Arab-American history motion would have been unheard of several years ago, according to Najimy, a Lebanese-American who co-founded the NEA’s Educators for Palestine Caucus. In reflecting on the Board’s rejection of the ADL motion, a buoyant and ever-optimistic Najimy said, “What matters most is the passage of the motion in the first place because it represents a sea change in people’s understanding of who the Palestinians are and what their struggle is all about.”
The post NEA Teachers Still Reject ADL Despite Board Capitulation appeared first on CounterPunch.org.
From CounterPunch.org via this RSS feed