Comments by "tooltalk" (@tooltalk) on "China Discusses Supply Chains With Japan, South Korea" video.

  1.  @lagrangewei  : no.. most modern LIB patents are owned by Japan and South Korea after the 90's. America's contribution was during the early development phase of the battery days: 70's - 90's. Americans made many seminal breakthroughs, but they weren't all that interested in commercializing them until SONY did in the early 90's. China had virtually none and instead forced the Japanese/Koreans to "waive" their IPR (right to assert patent rights) in order to access to China's local EV market to shield local companies' IP theft (from patent lawsuits). After they finally acquiesced to China's illegal demand to gain access to China's local market however, the Chinese gov't removed all subsidies to EVs with batteries from foreign battery makers and coerced all EV OEMs to use local batteries by local batteries companies to protect BYD/CATL and other local battery makers.
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  2. nobody is buying them. In Japan, BYD is already thinking about pulling out.
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  3. And Americans had to "liberate" the Chinese from the Imperial Japan.
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  4. And the US liberated China from the Imperial Japan. How ungrateful. LOL
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  5. I feel so sad. China is about to get sent back to the 80's..
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  6. It's too late now. the train has left already.
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  7. ​ @lagrangewei  Neither Japan or Korea has much to gain from China at this point, China's mercantilist policies are simply incompatible with peaceful trade relationship pursued under the WTO. China has weaponized their market position to coerce both countries -- eg, China's rare earth metal ban against Japan in 2010 or various economic coersion and sanction against South Korea after THAAD in 2017. China is tolerated; America's policy of engagement and bringing China under the international insitutions/umbrella is over. If nobody hasn't told you yet, the de-coupling trend is real and the train has already left. Everyone is just trying to make it least disruptive as possible.
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  8. Sure, let's pretend that there was no economic/trade coercion from China past 8 years. Samsung, Hyundai, LG are all shadow-banned from China and still have limited access to local market.
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  9. those three will never get along.
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