저 새끼는 갑자기 인니는 왜 때려 ㅋㅋㅋㅋㅋ
그런데 인니는 신뢰가 존나 없는 개병신들이라 욕 처먹어도 됨
이 새끼들 또 자원으로 개지랄 중이고 우리도 여기에 염병한 적이 있어서
kf21이야기가 아니라 자원 이야기
황제폐하의 신실한 종, 한국 짱 retweeted
Thing about Lula or Bolsonaro winning is that Brazil is still a useless irrelevant country of 200 million which produces nothing of value to the world.
It is the Egypt & Indonesia of the West.
트위터도 차단하겠다고하면 쿠팡은 장난 수준으로 압박들어올건데 어쩌려나
쿠팡이 미국 선거 후원에서 삼성을 넘어섰습니다. 삼성은 선거 후원과는 별도로, 의원들이 이사로 있는 스미스소니언 재단 등에 '명예 비용' 26만 달러를 썼다고 신고했습니다. voakorea.com/a/korea---us-pa… voakorea.com/a/korea---us-pa…
쿠팡이 미국 선거 후원에서 삼성을 넘어섰습니다. 삼성은 선거 후원과는 별도로, 의원들이 이사로 있는 스미스소니언 재단 등에 '명예 비용' 26만 달러를 썼다고 신고했습니다. voakorea.com/a/korea---us-pa… voakorea.com/a/korea---us-pa…
쭉정이 타령하는게 솔직히 짜증난게 2000년 이후 속칭 남성들의 가부장주의, 마초이즘 이런걸 이 사회는 거세하는데 주력을 해왔다.
그런데 이제와서 쭉정이가 어쩌고 해봐야....어쩌라고?
다 너네들이 동조하고 이끌고 거기에 정치권력까지 합해서 만든건데?
황제폐하의 신실한 종, 한국 짱 retweeted
🚨 "The smallest magnet in the room decides whether the biggest things fly." A US magnet buyer, Robert Bunting Jr., stood up at Adamas Intelligence's REM3 conference in Toronto and made the case that samarium cobalt, not neodymium, is the rare-earth problem with the shortest fuse:
🇨🇳📜China licenses the samarium, US defence rules reach back to the ore on 1 January 2027, and nobody in the room could say where January's compliant magnets come from. His slides and script are public. I have checked the numbers. Here is what they say. 🧵
🧲 Why this magnet
Every magnet has a temperature where it starts to forget. Standard neodymium lets go around 80 C; the best high-temperature NdFeB grades hold to about 230 C.
🟡🔵Samarium cobalt 2:17 works to about 350 C in standard grades and about 550 C in ultra-high-temperature grades. Above roughly 150 to 180 C, SmCo out-pulls the best neodymium there is. At room temperature it is weaker and dearer, so nobody uses it unless they have to. Engine bays, radar tubes, missile fins at speed and well bores have to.
📅 The switch: 4 April 2025
🇨🇳Beijing put seven rare earths under export licensing that day.
🟡One was samarium, and samarium has one job that matters here. October 2025 widened the controls; November suspended the October package; the extension talked about in September runs to 10 January 2027 (the suspension's published text still reads 10 November 2026, and MOFCOM has not yet published an amendment, so watch that date).
⚠️What matters, as Bunting says, is what was never suspended: the April 2025 licence. Samarium moves only with a licence, only to buyers Beijing approves, and there is still no standardised way to apply.
📏 How small it is
🌎World samarium output in 2024: about 2,388 t, 97% of it from China (Project Blue). China's own ministry last counted SmCo magnet output at about 2,400 t a year, against roughly 240,000 t of Chinese NdFeB.
His phrase: a rounding error inside a rounding error. Note the two similar numbers describe different things, one is samarium, the other finished magnets.
✈️ What it holds up
Up to 50 lb of SmCo per F-35 is the figure National Defense Magazine ran in July; Adamas puts it at about 23 kg, and the Payne Institute notes it cannot be independently confirmed, so treat it as scale, not a bill of materials. 🛩️
🚀Tomahawk fin actuators and the Patriot PAC-3 seeker use the same magnet.
📡Same grade, same press as airliner actuators, satellites and oilfield tools, which is why, when Beijing sees a military end use, the commercial buyer stops getting it too. The precedent is real: F-35 deliveries were halted in 2022 over a Chinese-origin SmCo alloy in a Honeywell turbomachine until a waiver was signed.
xitter.cf/roblun1/status/2060746…
⏳ The eighteen months
⏱️His timeline, from his sources: a Raytheon supplier told the New York Times in December 2025 that its Chinese source had put it "on the naughty list"; Solvay in France and Less Common Metals in the UK kept Tomahawk moving by processing a legacy samarium holding, at five to eight times the Chinese price; by July 2026 Permag's CEO put SmCo magnet pricing at 30 to 100 times the Asian metal price of two years earlier.
Fortune counted more than 1,000 Tomahawks and 1,200 Patriot interceptors expended this spring and estimated 1.2 to 2.4 t of SmCo just to replace the Patriots. Then the hard date: from 1 January 2027, DFARS 225.7018 restricts samarium cobalt magnets across the entire supply chain, "from mining or production of a cobalt and samarium ore or feedstock, including recycled material, through production of finished magnets". That text is on acquisition.gov. It is not a forecast.
🗺️ The map of the West
⛏️🧪⚗️🔥🔬🧲
Making the magnet: one US company makes SmCo from alloy, Electron Energy in Lancaster, Pennsylvania (Permag group), more than doubling capacity; Arnold casts in Switzerland and finishes in New York.
⚗️Separating the samarium: Solvay and LCM today; Lynas in Malaysia, with Texas to come; MP Materials guiding to 2028; Energy Fuels targeting 140 t a year of samarium oxide by end-2028. And the honest line of the talk: nobody publishes how much SmCo the United States uses. His framing: demand in hundreds of tonnes, domestic magnet supply in tens, domestic samarium, until 2028, in press releases.
⚙️ The other half of the name
🔵Cobalt. The DRC mined 73% of the world's cobalt in 2025 (USGS: 230,000 of 310,000 t); China refines about 79% (Cobalt Institute); Chinese entities hold stakes in 29 of roughly 40 active DRC copper-cobalt properties (OECD). Canada mined 3,500 t, the US 300 t. Nearly all cobalt is a by-product of copper and nickel, so this is not a mining problem for the West. It is a refining and ownership problem, the same shape as samarium.
👷 The bottleneck is people
Three of them: the applications engineer who knows which grade survives the duty cycle, the production engineer who hits that grade lot after lot, and the motor designer who designs around what the West can actually make. His view on timing: five years at the fastest, eight in reality, "because we lost the people, not just the plants".
💵 What makes it real
🇺🇸MP Materials has a ten-year $110/kg NdPr floor with the Department of Defense (July 2025). In Q1 2026 alone that floor paid MP $42.3 million while the plant kept getting built; MP's own filing shows the line.
Molycorp, one company alone against a state, restarted Mountain Pass on the 2010–11 spike and was bankrupt by June 2015. Samarium has no floor and, he says, no signed offtake for SmCo. His ask: buyers put their names on offtakes; policy writes a floor for samarium, market-wide, not for one company, and built as a contract for difference so the buyer is protected from spikes as well as the producer from collapse. His worked example (his own illustration, not a proposal that exists anywhere) prices both legs, oxide and magnet, at under US$50 million a year at US-scale volumes. One F-35A is about US$80 million.
🔍 Who is talking
Bunting does not make samarium cobalt; it buys it from China and sells it on, and it is building a 100 t/yr sintered-magnet finishing line in the US, so the talk ends with a pitch and he has a commercial stake in the outcome. He says so himself. The data he uses is public and, where I could check it (USGS, DFARS, MP's SEC filing, Project Blue via Aviation Week, the Payne Institute), it holds.
👀 Bottom Line
This is the small end of the story my series is telling.
Part 2 showed the ore is the easy bit; Part 3 goes where the 91% lives, separation. Samarium is the extreme case: 2,400 tonnes, 97% from one country, one licence switch, and a procurement clock that runs out on 1 January 2027.
🧲A magnet about a cubic inch in size can stop a production line, and the fix is not a mine. It is a separation circuit, a magnet press and the people who know how to run them, with a price structure that lets them survive the next price fall. Nobody has written that structure yet.
If you buy samarium cobalt: what would it take for you to sign an offtake?
Robert Bunting Jr., "The Smallest Magnet in the Room: Samarium cobalt after April 4", remarks and slides, REM3 2026 (Adamas Intelligence), Toronto, 29 Sep 2026; 15-page PDF👇
🔗media.licdn.com/dms/document…
#SamariumCobalt #Samarium #RareEarths #CriticalMinerals #DefenseIndustrialBase #DFARS #PermanentMagnets #Cobalt #F35 #ExportControls #China #MPMaterials #Lynas #SupplyChain
🛡️🧲 The Magnets Inside the World's Most Advanced Warplanes — And Why They Are America's Biggest Vulnerability
Look at that F-35 diagram carefully. Four control surfaces labelled: Trailing Edge Flap. Aileron. Rudder. Horizontal Tail. Every single one of them moves via an Electrohydrostatic Actuator (EHA) driven by a rare earth permanent magnet brushless DC motor. This is not a minor component. This is primary flight control. Without it, the aircraft cannot fly. 🧵👇
✈️ HOW AN EHA ACTUALLY WORKS — AND WHERE THE MAGNET IS
The F-35 was a watershed moment in aviation history — it replaced traditional centralised hydraulic systems with fully distributed Electrohydrostatic Actuators. Each EHA sits directly at the control surface it drives — at the rudder, at the aileron, at the horizontal tail, at the trailing edge flap.
When the pilot or fly-by-wire computer sends a command:
1️⃣ A rare earth permanent magnet brushless DC motor inside the EHA receives electrical power
2️⃣ The motor spins a local hydraulic pump at precise speed — no central hydraulic lines running the length of the aircraft
3️⃣ The pump pressurises a self-contained fluid circuit
4️⃣ That pressure drives a hydraulic ram that physically deflects the control surface
5️⃣ The surface moves. The aircraft turns.
The magnet is the first mover in this entire chain. Remove it — or degrade it — and the surface doesn't move. The aircraft loses control authority.
The magnet is the first mover in this entire chain. Remove it — or degrade it — and the surface doesn't move. The aircraft loses control authority.
🧲 WHICH MAGNETS. WHICH RARE EARTHS.
Two magnet classes dominate airframe actuation:
🔷 NdFeB (Neodymium-Iron-Boron) — highest power density of any permanent magnet class. Used in EHA motors throughout the F-35's primary flight control system. Requires Nd, Pr, Dy, Tb. Heavy rare earths — specifically dysprosium — are added at grain boundaries via GBD (grain boundary diffusion) to maintain coercivity at the elevated temperatures inside an operating actuator motor.
🔷 SmCo (Samarium-Cobalt) — used where temperatures are extreme — turbomachinery, engine-mounted generators, aerospace actuators operating near exhaust or hot-section bleed air. Superior thermal stability above 150°C. Requires Sm and Co.
The F-35 uses both. NdFeB across primary flight control EHAs. SmCo in the Honeywell turbomachine — the engine-mounted starter/generator that provides electrical power to every system on the aircraft.
⚠️ THE INCIDENT THAT PROVES THE VULNERABILITY IS REAL — NOT THEORETICAL
In September 2022, the Pentagon suspended all F-35 deliveries. Not due to a design flaw. Not due to a software problem. Not due to enemy action.
Due to a single SmCo magnet in the Honeywell turbomachine — one component — that was found to contain cobalt-samarium alloy sourced from China, in violation of DFARS.
Lockheed Martin confirmed: "A magnet in the F-35's Honeywell-made turbomachine was recently discovered to have been made with cobalt and samarium alloy that came from China."
Deliveries of the most advanced fighter aircraft in history — halted. Over one magnet. Weighing a few hundred grams. The investigation found Chinese-sourced material had passed through multiple supplier tiers before anyone detected it.
This is not a hypothetical supply chain risk. It already happened. The U.S. Air Force grounded delivery of its frontline fighter over rare earth provenance. This is precisely why DFARS 252.225-7052 goes into full statutory effect January 1, 2027 — and why every tier of the defence supply chain must now trace rare earth origin from mine to finished component.
🚀 THE B-2 SPIRIT — BUILT TO EVADE RADAR, CONSTRAINED BY THE PERIODIC TABLE
The B-2 Spirit stealth bomber is a different architecture — no vertical tail surfaces at all. Every directional control comes from differential thrust and split drag rudders embedded in the flying wing. But the magnet dependency is, if anything, deeper.
The B-2's entire survivability rests on:
Radar-absorbent structural materials incorporating rare earth compounds
Actuators driving the split drag rudders and elevons — the only flight control surfaces on the aircraft
APQ-181 phased-array radar — radar travelling wave tubes using rare earth magnets to focus microwave energy
Thermal barrier coatings on hot section turbine components — yttria-stabilised zirconia requiring yttrium
The EWI DoD assessment states it directly: "Actuators for flight control surfaces of aircraft, including flaps, rudder, and ailerons" — and "Thermal barrier coatings (yttria-stabilized zirconia) in 'hot' sections of jet engines."
A B-2 without a functioning rare earth supply chain is a B-2 that cannot be manufactured, maintained, or repaired at operational tempo.
🌍 THE SUPPLY CHAIN GEOMETRY UNDERNEATH BOTH AIRCRAFT
China controls ~90%+ of rare earth oxide-to-metal conversion and ~90–94% of global permanent magnet production. Every NdFeB and SmCo magnet installed in an F-35 EHA or B-2 actuator traces back — unless explicitly verified otherwise — through a supply chain that runs through Chinese processing.
The 2022 F-35 magnet halt proved the verification fails in practice. The DFARS deadline mandates it cannot fail after January 2027.
The rare earth elements powering these actuators:
Nd + Pr → motor magnetic flux generation
Dy + Tb → high-temperature coercivity retention (grain boundary diffusion)
Sm + Co → turbomachine thermal stability
Y → thermal barrier coatings on jet engine hot sections
Every single one: China controls the separation and metallization of all of them at commercial scale today.
🔑 WHY THE ACTUATOR IS THE CRITICAL NODE — NOT THE AIRFRAME
Rare Earth Exchanges put it precisely: "Modern warfare is increasingly constrained not by weapons design but by the availability of materials. A precision-strike campaign can burn through munitions faster than supply chains can replenish them. And those supply chains hinge on components measured not in tons — but in grams of dysprosium."
The F-35 diagram at the top of this post shows four labelled control surfaces. Each one moves via an EHA. Each EHA has a permanent magnet motor at its core. Approximately 900 lbs of NdFeB and SmCo magnets are embedded across a single F-35 airframe.
900 lbs of magnets. One halted delivery programme. Seven rare earth elements. One country controls the processing of all of them.
The flight control system is only as sovereign as the magnets inside it. And those magnets are only as sovereign as the rare earth supply chain that produced them.
🧲⚙️ MAGNETS IN DEFENSE:
THE HIDDEN HARDWARE BEHIND MODERN WEAPONS
Everywhere you look in today’s battlefield
there is software and guidance code.
But none of it moves a fin, steers a bomb
or shapes a radar beam without magnets.
Rare-earth magnets.
🎯 ACTUATORS — WHERE SOFTWARE MEETS AERODYNAMICS
Precision‑guided munitions:
• Cruise missiles and SLAM‑class weapons use
samarium‑cobalt / NdFeB motors in mid‑body
fin actuators to turn guidance commands into
hard G‑loads on target.
• JDAM tail kits bolt NdFeB‑based actuators onto
“dumb” bombs (GBU‑29/30/31/32/35/38), turning
gravity bombs into GPS‑guided PGMs.
• GPS‑aided munitions like the GBU‑36/37
bunker‑busters rely on rare‑earth tail kits
for course correction all the way to impact.👇
Further reading here 👇
xitter.cf/roblun1/status/2040375…
🇬🇧🇦🇺🇺🇸🧲✈️
📌 Attach: F-35 control surface actuator diagram (provided below)
📌 Attach: TAAC Flight Control Actuators YouTube Video
📌 Attach: Inside The World's Most Powerful Stealth Bomber YouTube Video
Sources: Van den Hurk Critical Minerals Analysis
Metal Tech News 2025 · USAF B-2 Fact Sheet
roblun1 | X
✈️#RareEarths #F35 #B2Spirit #StealthBomber #PermanentMagnets #NdFeB #SmCo #FlightControl #EHA #ElectroHydrostaticActuator #Dysprosium #Terbium #Samarium #CriticalMinerals #DFARS #NationalSecurity #DefenceSupplyChain #WesternSupplyChain #MagnetActuators #AerospaceDefence #ChineseMagnets #SupplyChainSecurity #Lockheed #F35JointStrikeFighter #Honeywell #IXR #IonicRareEarths #IonicTechnologies #MagnetRecycling #AdvancedMagnetLab #DLA 🛡️🧲✈️🇺🇸
황제폐하의 신실한 종, 한국 짱 retweeted
[속보] 美 AI기업 앤트로픽, 나스닥 상장 위한 IPO 신청 yna.co.kr/view/AKR2026102617…
국가 또는 민족의 자부심을 왜 타국에서 만든 컨텐츠를 수정해서 느껴야하는건데?
Replying to @pieplanet3_14
우리나라 사람들이 '얘들이 K고3이면 어떨까?" 하고 한국 고딩 AU를 하는거랑 비슷한거죠. 아무튼 블랙워싱을 하게되면 흑인 시청자들이 '이 캐릭터가 흑인이여도 작품에 자연스럽게 녹아들 수 있구나' 하는 긍정적 인상과 자부심을 느낄 수 있어요.
도대체 자부심을 자국에서 만든 것, 혹은 같은 문화를 공유하는 이들이 만든 것을 통한 것도 아니고 전~~혀 관련이 없는 나라에서 만든 것을 굳이 꾸역꾸역 색상 리터칭을 통해서 얻으면 그게 자부심임? 개 쪽팔리는거지
그...아저씨 책도 사서 재미있게보고 그랬지만, 이번건 아닌 것 같아. 심화되는 디젤 문제도 원유도 원유지만 정작 중요한 것은 그것을 정제하는 곳이 드론과 미사일 처맞아서 문제가 되어서 이렇게 되는건데 그런 것처럼 인프라 문제로 따지자면 결국 미국도 가스는 넘쳐 흐르지만
1. 해외로 파는 인프라가 부족하다
2. 그 가스가 왜 이렇게 가격이 싼가?의 문제잖아. 그걸 쓸 발전소 건설과 송전망 건설 문제.
황제폐하의 신실한 종, 한국 짱 retweeted
Ça part !
Le décret octroyant la concession minière est paru. Imerys peut exploiter le gisement pendant 50 ans, jusqu'en 2075.
Et bonne nouvelle : après 50 km de sondage, l'entreprise 🇫🇷 annonce que les réserves sont immenses. C'est 4ème plus gros gisement de lithium au monde
Bonne nouvelle pour la souveraineté 🇫🇷 :
les réserves de la future mine de lithium d'Echassières dans l'Allier sont 3 fois plus importantes que prévues.
Opérée par l'industriel français Imerys, la mine permettra de fournir du lithium pour produire 700.000 batteries de voitures par an.
Le gisement de lithium se situerait dans le top 5 mondial et la mine pourrait être exploitée pendant 50 ans. L'investissement est évalué à 1,8 Md€.
À ce jour, la production de lithium est très concentrée, dans 3 pays extra-européens : l’Australie, le Chili et la Chine qui fabrique également 79% des batteries
황제폐하의 신실한 종, 한국 짱 retweeted
BREAKING: A San Francisco startup says it turned mercury into gold using fusion.
It worked. Real, stable gold.
It's also about 290 picograms, it's radioactive, and it needs up to 17 years in storage before anyone can sell it.
개 시발 똥카스 ㅋㅋㅋㅋㅋㅋㅋ
I’ve worked as a janitor in a massive Fortune 500 company’s headquarters for the last 25 years (nepo hire). For the first ten years I worked at the company the men’s room was always clean and easy to maintain. Worst you would get is maybe a couple of drops of piss dribble in front of the urinals from careless shakes, some shit stains in the bowls from greasy shits on the IT floor when they had been pulling all nighters and living off pizza, or soap in the counter when someone got overenthusiastic with the pump.
The women’s bathroom was always the bane of my existence because they would flush sanitary products, cause plugs, and would continue to use the plugged toilet until a mountain of shit and piss formed. That began to change about a decade ago when an Indian guy got hired in C suite, and slowly we started getting Indian managers on all floors. It started with unflushed shitters, but as more and more of them came in it steadily got worse. What used to be a gross, but ultimately low stress reasonably paying job has become a nightmare. The IT floor is the absolute worst.
They will not sit on the toilet and instead stand on the seat to squat. They frequently have explosive diarrhea, which, combined with their habit of squatting, means shit splatters on the seat, floors, and walls. They do not even attempt to clean the mess they made which means the next guy to stand and squat ends up stepping in their assblast and tracking it all over the floor when he walks out of the stall. They wipe with their hands and not the provided paper, I know this because finding shit covered handprints sliding down the walls of the stall is now a daily occurrence.
For some reason, despite not washing their hands near as I can tell, they frequently break open the soap dispenser and steal the giant bags of soap they are connected to. My team and I are the only non-IT employees who will enter the IT floor now, and the turnover is so high that I can’t get a single FNG to stay more than a month. I am considering leaving myself after a quarter century and my entire employment history being with this one company. I am in hell and it smells like feces & microwaved curry.
황제폐하의 신실한 종, 한국 짱 retweeted
Barclays is finally recognizing what the physical oil market has been telling us for months: the Iran war isn't ending soon.
Middle East flows remain 16% below prewar levels, inventories are falling, and buyers are paying $13/bbl premiums for prompt supply.
The oil market's last cushion is gone - just as demand is aggressively ramping up.
According to Barclay's latest research:
- China crude imports back near pre-war at 10.5mb/d
- India running +600kb/d y/y
- US demand recovering
Supply stuck at 84% of pre-war with demand back at 100% - that's the squeeze.
And prices are adjusting quickly.
Buyers are paying a $13/bbl premium for cargoes loading next week over the front-month contract.
A week into the war, that premium was under $4.
500m barrels of inventory have been burned through.
Paper can be jawboned. Physical can't.
화석 연료 안써서 기아와 고 인플레이션과 의료품 부족으로 죽어나갈 사람들 생각은 안하고 화석 연료 나빠요 이지랄 하는 것을 보면 진짜 어이 없어서
Seemingly scary predictions that fossil fuels could cause 11.5 million extra deaths by the end of the century!
Sounds a lot.
But, even if true, 8,000 million in total will have died by then. So the fossil fuel extra deaths would be just 11.5/8,000. That's a 0.14% increase.
Doesn't even pass my 'so what' test!
greenmemag.com/environment/w…
코로나 시절에 없어서 난리났던 마스크, 의료용 장갑의 원재료는 무엇인가?
원료 의약품에 필요한 원재료는 무엇인가?
그것들을 생산하고 운송에 필요한 것은 무엇인가?
죄다 화석 연료와 광물 자원이다.
그게 없으면 사람들 죄다 죽어 나간다.
지금도 화석 연료를 통해 생산되는 황의 부족 때문에 난리인데



























