Comments by "Tony Wilson" (@tonywilson4713) on "Zeihan on Geopolitics" channel.

  1. AUSTRALIAN HERE: I wrote to Peter at the start of this series and spoke about some of this. I hope he pins this comment sorry if its longish - On the Chinese - Peter is 100% right. We are way too heavily invested in China buy our raw materials. I have worked in our mining industry for most of the last 20 years and when the Chinese hit the wall we will be screwed and their construction industry has been so out of control that it won't be able to do anything but collapse and with that the demand for our raw materials will vanish. We got a taste of it when the GFC hit and as Peter said we didn't learn from that lesson. Luckily we have the rise of India that will compensate for the loss of China. The question is what happens as China falls and India rises as in how much overlap there'll be. - On the value adding thing and manufacturing - Peter is 50% right. Before working in mining i worked in manufacturing for over a decade BEFORE OUR ECONOMISTS killed it. We used to make steel and smelt alumina and make cars. We do make flour but only for our market which isn't unusual because transporting flour is a hassle compared to grain. We do make sugar locally and export tons of it. We also export staggering amounts of dairy to Japan and Korea. What killed our manufacturing was our version of NEOLIBERAL ECONOMICS. America called it Reaganomics, the Brits called it Thatcherism and we called it Economic Rationalism. We had treasurers on both sides of politics who loved it (Paul Keating & Kevin Costello). They privatised everything they could promising "Competition would provide better services and lower prices" and it DIDN'T. They have spun everything that's gone wrong into "Its awesome because investors won." and yes its been awesome for INVESTORS but the other 90% of us have been smashed, screwed and thrown under the bus. - On the subprime comparison Peter is again 50% right. None of our home loans are guaranteed, its the banks who are guaranteed. Its another part of the Economic Rationalism -> Protect the investors and make everyone else pay for it. The effect is that our banks have been way too open handed at supplying money for home loans. that's driven prices to idiotic levels and when that bubble bursts it will be volcanic and we might not recover. - On the American links the main reason America will protect us before protecting a lot of other places, IS NOT just because we've been joined every fight America has invited us too. Its because of American has 2 of its most important bases in the world in Australia. There's Pine Gap and Naval Communication Station Harold E. Holt (also known as Northwest Cape). Both have Wikipedia pages but neither really portrays how significant they are. FIRST - Because of where Pine gap is, its the ground station for the main US Security/Military satellites in geostationary orbit that look down on Russia, China and the Middle East. as well as being the ground station for any other satellites as they fly over Russia, China and the Middle East. Since 2000 the number of satellite antennas has basically doubled on the site. The YT channel RealLifeLore did a great video on this. SECOND - there's NSC Holt, which is much smaller than Pine Gap but no less significant. Its where the antennas that let the American Navy communicate with all of its submarines in the Indian Ocean are located. There's rumours that both these bases are nuclear powered, but there's NOTHING to substantiate those claims. So please don't bother me with that crap. The ACTUAL SIGNIFICANCE is these 2 bases in a "global exchange" is they are ZERO STRIKE targets. In other words they come BEFORE FIRST STRIKE TARGETS. Many Australians are under the delusion that if we have US bases with B52s we'll be a FIRST STRIKE target. So what - the fact is we have not 1 but 2 far higher value targets than 99.999% of Australians realise and have had them since the 1960s. If Russia, the Chinese or a few others really want to do something huge they have to take out BOTH Pine Gap and NSC Holt BEFORE THEY DO ANYTHING ELSE. That's because Pine Gap is the optic nerve for the "Eyes in the Skye" and NCS Holt is the auditory nerve for the "Ears in the Sea." Basically they are the 2 most important US bases for communications NOT IN AMERICAN territory. Hope that explains some stuff. Hope 2024 is better for everyone.
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  2. AEROSPACE ENGINEER HERE: Simple answer - NO, Peter's quite right that hypersonics are NOT replacing anything. They'll just be another weapon in the inventory. Longer answers below based on Peter's 3 main points. 1) Hypersonics are expensive: The Americans have flown a number of hypersonic vehicles deployed from jets at altitude. The X-43 flew twice at a cost of $230,000,000 or $115 million each. The X-51 flew 4 times for around $85 million each. When you look at what it took to get the SR-71 to fly at Mach 3.3 people think going over Mach 5 is just a matter of more bang. The reason the F-22 was so expensive to operate was because whenever it went fast it would burn the radar absorbent paint off. Going that fast is hard and its expensive. If it was easy and cheap we'd all be flying around in 2nd or 3rd generation Concordes. 2) Speed, fuel, payload: First to go twice as fast you need 4 times the energy before you even consider drag. Its called kinetic energy. So just going from Mach 1 to Mach 5 requires 25 times the energy. Go and look at the X-43 and look at how big the booster was just to get the X-43 model up to a speed where its SCRAM jet could start working. So yes Peter is very very right when he say s they need a lot of fuel and therefore have very small warheads. But they do arrive with a lot of kinetic energy and that does enhance the effectiveness especially when it had to penetrate things like several meters of reinforced concrete. 3) Air defense: One of the great myths about hypersonic missiles being promoted by idiots in the media and snakes in the military industrial complex who want nice juicy contracts is that hypersonic missiles are manoeuvrable. They are NOT that manoeuvrable as the pretty graphics like to show. At those speeds things go very straight and at best make some adjustments. A such they were always going to be vulnerable to systems that could detect them early enough. Back in WW2 flak shells weren't so much meant to hit planes they were meant to blast in front of the planes and then let the planes fly into the wall of shrapnel. If you look up the modern CIWS (see-wiz) systems they create a wall of metal for the missile to fly through. Go and look up how the Rheinmetall GDM-008 Millennium Gun and the Advanced Hit Efficiency And Destruction (AHEAD) ammunition air burst ammunition it fires works. There's videos here on YT showing it. Kh-47M2 Kinzhal was always going to be vulnerable to that method of defense if it could detect the Kinzhal early enough, which clearly the patriot can. ON AI selecting targets. This entire narrative of AI being actually think and reason is utter nonsense. AIs are just complex software algorithms that can mimic what a person can do but very fast especially when the task is data analysis or the task can be done as a data analysis task. If they can't get a car to drive down a street and NOT kill people crossing the street then they are nowhere near as the hype suggests. Go and see the reports on how many people the AI in Teslas have killed. PUT IT THIS WAY does anyone want weapons with software written by overrated clowns like the ones who did the software in the Boeing Max-8 that just decided to fly the planes into the ground. These are things are actually designed to strike and kill targets. I write real time software for industrial systems as a control system and automation engineer. I write software that reads information in real time from sensors and makes decisions based on that information. Sensors aren't perfect and they can give spurious data. that's what happened with the Max-8 and look what happened when their software didn't detect the anomaly. Most software people from outside my corner of the software world have NEVER DONE that type of software AND ITS DAMN HARD at times. Most who try to do it either take the easier jobs or they do something else. if the Tesla deaths, Boeing Max-8 and other accidents aren't enough to convince people that this stuff is very hard to do and very easy to get wrong then nothing ever will.
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  5. AUSTALIAN ENGINEER HERE: This is NOT an American problem but it is caused by the adoption of American economics in the 80s and 90s. I first became aware of Australia's issues from a small consulting job in 2016. I found we had a fleet of ageing power stations and NO PLANS on the table. There wasn't even a single proposal being spoken about and there still isn't to this day. Our ID0TIC media will put a microphone in front of anyone EXCEPT an engineer leading to the general public being badly informed. When I started to dig further I found that the same or similar situation existed across the developed world. Ageing fleets of power stations and no plans to replace them. Because of population growth the moment you finish 1 power station you should at least start planning the next ones AND THAT PROCESS STOPPED in the 1990s. MYTH #1: The energy transition is being driven by a move to green energy . WRONG - it was always going to happen because power stations wear out and need to be replace. On top of that populations grow and they need new power stations to keep businesses operating and the lights to work. The only question is "What do we build next?" In this case there are competing technologies who hate each other along ideological NOT technical lines. Its also a 4-way battle not a 2-way battle and inside those 4 groups are factions who don't always get along. There's fossil fuel made up of the oil & gas factions. There's renewables made up of wind & solar factions. There's nuclear which has a bunch of factions with different technologies all fighting each other for venture capital. Then there's the natural resource people which is 99% hydro but also geothermal, tidal, wave., ... etc. The biggest issue right now is the fighting going on between the Renewables and Nuclear promoters. They both know coal is dead and are fighting each other which is stupid because there's so much to do they'll both be fine. I actually suspect the fossil fuel people have infiltrated some of those groups to stir the argument into the morass it now is. MYTH #2: This mess was caused by the Greenies. WRONG - It was caused by the economists restructuring the energy markets in the 80s & 90s. It just took a couple of decades for what they did to finally come to where we are. BEFORE Reaganomics, Thatcherism and the neoliberal way, Governments built large power stations and kept the energy markets in OVER SUPPLY. That guaranteed new businesses access to CHEAP power. Its was great for employment and GDP growth but as Milton Friedman said businesses don't exist to create jobs or drive GDP. Private companies exits to make PROFIT and as much as they can. So when the bought up the energy sectors they DID NOTHING in the way of new power stations and simply let population growth catch up and flip the system into UNDER SUPPLY. They did this to make profit and they made boat loads, but now we are all left with ageing fleets of power stations that need replacing and NOBODY has that much money.
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  8. As an Australian I love how you put as "America's Deputy" we prefer to call ourselves the "51st State" although we might have to change that if DC or Puerto Rico gets statehood. There is one major difference we have in the South China Sea. China has become our top trading nation mainly because we export a staggering amount of iron ore to China. In the year 2000 we were the #3 producer with 169 Million tons that year. By 2010 we had jumped over Brazil to 416 million tons. In 2017 it was 870 million tons. Almost all of that growth is to China. https://www.youtube.com/watch?v=emm5aHAifMg On the other hand South Korea and Japan are our #2 and #3 trading partners. So that Sea Lane up the middle of the South China Sea is pretty damn important to us. And for reference India is #4 and America is #5 on our trading partners list. So if anyone tries to start some sort of SHlTFEST in the South China Sea its at the top of our agenda. In a twist to that. America's foreign policy (as Peter has pointed out numerous times) was ridiculous under Bush, almost non-existent under Obama and completely off the rails with Trump. Mid-2017, around 18 months after trump took office it was reported here in Australia that we had a major problem. Since the end of WW2 our #1 foreign policy was basically "What does America want now?" With Trump even that didn't exist, so DFAT (pronounced dee-fat, the Department of Foreign Affairs and Trade) which is basically our equivalent (in some ways) to the US State Department, had to start thinking for itself. That was a serious problem because DFAT hadn't had to think for itself in decades. The report at the time (mid-2017) was that DFAT had made it past the worst of that as was starting to actually do its job. So yes Australia is still America's deputy in SE Asia, BUT America better not be of the mindset that we will just do what America wants. As for those subs wait for the shitfight that is about to start. Despite the current government we have in power having partisan support the cost of that program is so idiotically ridiculous that IT WILL BE MODIFIED or CANCELLED. Once the Australian population realises that the American Military Industrial Complex is trying to take us to the cleaners EXPECT a backlash.
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  16. Same reply I just gave to another comment. I'm an engineer and have pointed out on a few occasions that PZ doesn't know what he's talking about when it comes to engineering subjects. I have repeatedly advised him and others to stop pumping out garbage, STFU and let the engineers explain what is and isn't engineering fact. My degree is in aerospace but I work in industrial control systems, robotics and automation. In 2005-06 I did a water treatment plant on a Uranium mine and as part of that we did an extensive nuclear induction. A normal mine site induction is 1-2 hours (max) this induction went for 2-1/2 days. the first 1/2 day was normal mine stuff and the other 2 days we covered uranium from when its in the ground to when its back in the ground. When it got to the subject of enrichment someone asked WTF the Iranians were up to. It was around that time that everyone was getting very anxious about what the Iranians were up to. The trainer doing the induction laid it all out and explained how EVERYONE across the World's nuclear industries KNEW 100% that the Iranians had a weapons program. It was the number of centrifuges that gave it away and we knew how many centrifuges they had because of how many high speed electric motors to spin them that they had bought along with the electronics to control those motors. The actual motors and electronics are NOT restricted tech because its stuff used in many other industries. Certain materials are restricted because they allow making the centrifuges much easier. I have explained that so many times.
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  17. I'm Australian and I've left a comment about the issue Peter is NOT discussing regarding American politics its copied below. As an engineer I have worked with many Germans over the years. I work in control systems and automation and have used a lot of German products and had to deal with German engineers. I think Peter has missed that the German people are NOT what they used to be and see their place in the world quite differently. Or at least most of the Germans I have met think and behave that way. I think in a way there are Germans who realise that they are lucky that after what happened in WW2 that they weren't completely wiped off the map. If there's a fear its that current generations forget the past of get a skewed version of it. We aren't immune to that in Australia. In WW1 there was the dreadful Dardanelles Campaign where the British simply sacrificed a generation of Australians and New Zealanders that made up the ANZAC contingent. They also sacrificed 1,000s of Scots and Irish. We now celebrate ANZAC day in Australia as if it was a triumph. Most younger Australians actually think we won that campaign instead of it being a tragic failure. So if there's a danger its in NOT learning from past mistakes AND I HOPE that in these discussions the Peter also has an HONEST look at American politics because right now its a SHlTSHOW and way too many Americans are living in a weird form of mass delusion AND THAT forces the rest of us to act. Below is the other comment which is about the issues in Washington that so far Peter has either ignored or just not done a video on yet. ----- THERE IS ONE THING that Peter is completely leaving out of this discussion is the dysfunction in Washington. I'm Australian abut went to college in America (late 80s) and I have had a lot of contact with American's over several decades. I have NEVER SEEN them divided politically like they are now. Sure the Dems and GOP disagreed on any number of issues, but when it came to FOREIGN AFFAIRS Washington was PREDICTABLE. Yes many people may not have liked what America did and how it behaved especially the CIA and coups across the world, BUT AT LEAST THEY WERE PREDICTABL and the Dems and GOP never saw each other as their mortal enemy and that they had to save the country from the other side. This is a major problem for all of America's allies including Australia. We have just made this massive commitment to nuclear submarines called the AUKUS agreement. Although I agree in principle Australia should go nuclear I think the Virginia-class is a massive mistake. The bigger issue however is: How can we be certain of stable politics in America when the place is now infested with reality denying clowns dominated by geriatrics who wont let go and retire?
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  24. HEY PETER - CAN YOU PLEASE HIRE AN ENGINEER: You cannot just stop the methane release from a coal mine but just stopping the digging. Once you have exposed a coal seam to the air the carbon in the coal seam will begin to react. Carbon wants to naturally react with oxygen in the air. In fact if you are not careful coal stockpiles can simply ignite. Its why they have to be doused in water almost constantly. Coal itself is porous and if the coal seam is also laden with methane like we have here in parts of Australia (my country) then once you give that gas a way out it will leave the coal seam and go into the atmosphere. This is just one of the issues with fracking and it can also make underground coal mining extremely dangerous. Methane in the right amount in air is highly explosive as happened at the Pike River mine in New Zealand in 2010. What keeps the gas in the coal seam is the layers of clay and dirt above the seam similar to oil & gas fields. When you dig the coal mine you go through that layer to get to the coal and in doing so give the methane a way to escape into the atmosphere. So its not simply a matter of shutting down the coal mines you also have to seal the whole thing. That can be quite difficult if the mine is an open pit which many of the mines in China are. There's a German documentary (which I saw 12+ years ago) on the poor practices the Chinese employed in their coal mining industry and they had many in seam fires which was what they brought the Germans in to help with. For almost 20 years (all through China's growth spurt) the Chinese burned as much coal in the ground as they did in their power stations. That's part of why they had those smog problems and also why there's now even more CO2 in the atmosphere than expected. Those fires are now mostly put out or under control. The last report I saw said they had contained or put out around 80% of those fires.
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  28. I'm an Aussie but one on my best mates is a Scot and my advice to him on this would be Look at how the Europeans negotiated with Britain after the Brexit vote then imagine how the English would treat the Scots??????????? For reference go and look what they REALLY DID to William Wallace not the family friendly Mel Gibson version and then put that into a financial frame of reference. One thing Peter does not count in here is that Scotland does have a fantastic energy resource if its smart enough to LISTEN. The North of Scotland and its islands are WINDY, very very WINDY. The wind in the north of Scotland doesn't blow it howls like a banshee in heat and it rarely rarely stops. Use the wind to create hydrogen and build a bloody pipe down to England and keep that going all the way to France. I did my degree in aerospace engineering. Back in the 1990s when we all thought we'd have to swap from Jet A-1 to hydrogen companies like Rolls Royce, Siemens and GE did all the work for making gas turbines run on hydrogen. All the technical issues were solved 20+ years ago. As soon as someone connects a wind turbine to an electrolyser that's connected to a pipe then the person who owns that wind turbine and electrolyser wont need to work again - EV_ARGH. Think of it like an oil well that doesn't run dry. Once its built its low maintenance and the cost of producing hydrogen becomes bugger all. All you have to do is check the gearbox for lube, the turbine blades for wear and replace the electrodes in the electrolyser when they wear down. The only reason it hasn't been done is there hasn't been a substantial hydrogen market. the reason why nobody has been buying hydrogen turbines is there hasn't been a requirement or a fuel source. THAT"S ALL CHANGING. You Scotts have an energy gold mine on your North Coast. All you need to be is smart about it.
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  38. I'm an Australian engineer (EI&C) and most of our Alumina is exported to Iceland, where they have incredible amounts of hydropower. I have actually worked on a project at was then (Rio Tino owned) Alcan Gove. Its currently shut down but that was over energy supply. The existing power station was heavy fuel oil and the wanted to swap to natural gas, which Darwin has lots of. Rio Tinto wanted the State Government to build a gas pipeline from Darwin to Gove and they got told "Do it yourselves." Rio had a dummy spit and closed it, but I can see it starting back when the prices are right. Where countries like South Africa and Australia are about to enter a golden age is the massive task of new power infrastructure around the world. FORGET the energy transition for a moment. The bigger problem is that because of the squabbling between the Greenies and Fossil Fuel clowns everybody stopped building big base load power stations in the 1990s. Every one is littered with rapidly ageing power stations. The Fossil fuel clowns thought they could play a delay game until people go so desperate that they'd have to build new coal fired power stations. The problem is there are countries who no longer have the time. Countries like Australia can't wait 7-10 years to build a coal fired power station and we need 5 power stations replaced in the next 3-5 years. YES - we have a bunch of power stations so old they are almost falling apart. When I checked around other countries its a similar story. This is what's actually causing the energy crisis. Its all these old power stations that can't keep up. So there is about to be a mad spree of power station projects across the world. To supply the raw materials needed is gonna keep several nations in business for the next 2 decades.
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  39.  @ticarot  Here's what I already knew about Australia and Canada BEFORE I knew Peter even existed. Sorry if this is longish. Here in Australia we have had people warning us for years about our birth rate was falling. Its been hidden by a huge immigration program, which actually causes a lot of friction. Some people, like the bankers, are all for it because it provides a lot of business for them. The 450,000 immigrants each year need houses and that means home loans and home loans mean profit. They don't care if those loans are for investors or owner occupiers. More people to a banker means more profit. What the bankers don't care squat about is where the electricity, gas or water comes from. And they care even less about the waste water systems needed. All those things are somebody else's problem. In the last 20years Australia has gone from 20 to 26 million that's more than a 25% increase and yet we haven't built any new BIG bulk delivery power stations or major dams or major waste water treatment plants. We have a elephant sized infrastructure issue that nobody wants to discuss. I was in Canada 2017-18 on a waste water treatment plant project. At the same time Australia went from 20 to 25 million Canada went from 25 to 35 million. Canada is fine on energy but they have a major issue on waste water. Those extra 10 million flush toilets. That's exacerbated by their snow melt each year. It tends to overflow their waste water pond systems into the rivers. . Its the opposite to Australia. We don't have enough water (normally) and and when all the snow melts every year Canada has too much. So I am coming at these issues from an engineering perspective because its going to be engineers who have to design and build all this stuff. peter is coming at this from a demographic perspective. Yes, Peter has shortcomings on engineering, BUT IF I DON'T LISTEN to people like him I will miss parts of the conversation that are important. This is where so many engineers have failed to get the message across. They try and put everything in an engineering context and that's pretty boring to a lot of people. I ended up spending a lot of my COVID downtime listening to people like Peter and Mark Blyth who talks to a lot people about there area's of study. The world is a very complex place and if we are to solve these issues we have to be willing to listen to stuff from outside our area of expertise.
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  44. AEROSPACE ENGINEER HERE - AND YET AGAIN Peter has shown his ignorance in engineering topics. I work in industrial control systems and in 2005-06 I did a water treatment plant at the ERA Ranger Uranium Mine in Australia. As part of that we did an induction course in the nuclear fuel cycle and it covered everything from in the ground to back in the ground. This was at a time when the Americans were kicking up a storm over Iran's nuclear program which they claimed was for domestic power production. When we asked the instructor what was going on he simply asked us to look at what he had just told regarding enrichment and the different grades produced. He had told us regarding gas centrifuges that for fuel grade uranium (3-5% U235) you needed 5,000-10,000; and for military grade fuel (8-19% U235) (like that used in submarines) you needed around 20,000; and for weapons grade (>80%) you needed 40,000 or more AND WE KNEW THE IRANIANS HAD 55,000 YES I KNOW that you can make bombs with less than 80% but they don't work reliably. Go and read about the yields of early A-bombs. When we asked how anyone could know how many gas centrifuges they had he simply said "they bought that many motors to drive them." Gas centrifuges have to spin quite fast and not even the servo motors used in robots go that fast so they use what are called spindle drives. These are the high speed motors commonly found in CNC spindles, hence the name spindle drive. So they are not classified technology but it gets noticed when somebody buys lots of them. The Iranians DO NOT have a CNC machine tool industry so when they bought enough motors and drives to operate 55,000 gas centrifuges everyone across the World's nuclear industry knew EXACTLY what they were doing. It was NOT a civilian power program. ALSO - It is simply not possible for ANYONE to to extend a fuel grade production plant into a weapons grade production plant in a few weeks that sort of thing takes months just to plan let alone execute. NONE of the countries Peter mentioned have WEAPONS GRADE fissile material and NO spent fuel rods are NOT weapons grade unless you are talking about a dirty bomb. There's a major difference between having fissile material and weapons grade fissile material. That's the sort of thing high school kids can understand.
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  46. That's a fairly nuanced comment and I agree. The real threat from China isn't military its subterfuge. There's an interesting interview from way back in 1984 with former KGB Agent Yuri Bezmenov. There's a fairly crappy right wing channel offensive freedom but its got an excerpt from that interview focussing on the Russian strategy. Its title is "KGB defector Yuri Bezmenov's warning to America (1984)" and its 6:49 long. You can find the full interview elsewhere but this short part is interesting. Bezmenov is 100% wrong on how effective the Russians were. After all the Soviet system collapsed and the West rolled on. That or they had very low expectations. What 's important is the reason they weren't effective back then. It wasn't the strategy. It was the lack of a delivery system. BUT THESE DAYS we have social media which is the perfect delivery system for what the Russians wanted to do. Here is where it gets scary. What do you call a lump of technology that tracks everywhere people go and who they talk to? Most people would call it a surveillance system but these days we call it Tik Tok. YES Tik Tok tracks where you go so it can be very helpful and point out places you might like. Part of loading it up is allowing it access to your photo album which means YOU HAVE GIVEN IT ACCESS past any firewall you have AND YES the Australian DSTO announced that it can access things OTHER THAN the photo album including the call logs and messaging systems. This is WHY the US Government banned it for all government employees. And the craziest aspect of Tik Tok is that the Chinese Communist Party didn't have to force it on anyone. Millions of sheep just uploaded it for free AND voluntarily allowed the CCP to start tracking them.
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