Good article. Interesting leads.

But his conclusion is not quite there.

It is about who controls the supply chain that makes the computers that will run the world for the next fifty years. And right now, the only country positioned to control that supply chain is China. Every piece of this benefits China.

While saying at the time: It is only a small production facility. And China needs the Siberia-2 Pipeline ....

Quatari production (think of Quatar role in Syria War, funding of terrorism, etc) is hampered. A new production facility would be at least 5 years out.

A pipeline is built in less than that?

So, who really is the 400 pound Helium Gorilla? https://worldpopulationreview.com/state-rankings/helium-production-by-state

So, while the writer tries to placate Trump as a Manchurian Candidate [which is Obama], his conclusions are all wrong! His framework is wrong.

He points to ASML and quite correctly. This is a Dutch company, born from Philips and Tech Uni: Eindhoven. This is one of the pillars of secret Dutch power. It explains why the Dutch moved against certain interest in China in relation to ASML.

This is not about product primarily. This is about the control of pricing, the financialization of it, creating an economy of scarcity, whereas we should be in an economy of abundance.