"The difference between stupidity
and genius is that genius has its limits."
--Alexandre Dumas-fils
One difference between Ukraine and Taiwan - Gallium Arsenide (GaAs) and Gallium Nitride (GaN) based military grade chips. Which are heavily used in US military and aerospace applications.
Taiwan's WIN Semiconductor foundries produced 79.2% of the global wafer supply for these chips. Followed by Tainan-based AWSC, California-based GCS and Hsinchu-based Wavetek. Together, the three Taiwanese firms hold almost 92% of the global market production of these chips.
The US will do more than just provide defensive weapons to Taiwan.
But it does. ie. too lazy to seek alternative.
Have you ever read 1984 by George Orwell? It's about a dystopia that iirc has everything in common with today's Russia. Even basic things like chocolate is scarce. The scariest thing is, Russians are living that nightmarish reality but you're cheering on Putin.
Now now now that's not an entirely accurate comparison.
When the countries in 1984 waged war on one another, they were in total control of what was happening. This is clearly not the case for Russia.
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While him attempting to deflect to China is neither here nor there, it's also worth noting that Taiwan is on an island, which vastly complicates an invasion and makes it far more difficult to conceal.
While it's not a known factor of whether China's military is as incompetent as Russia's, Russia had a hard enough time just marching troops in a straight line into a country they share a land border with.
“Do not lose time on daily trivialities. Do not dwell on petty detail. For all of these things melt away and drift apart within the obscure traffic of time. Live well and live broadly. You are alive and living now. Now is the envy of all of the dead.” ~ Emily3, World of Tomorrow
Words to live by.
I was only referring to the expected level of US support in case of a Taiwan invasion. Taiwan semiconductor industry heavily underwrites US armed forces technological development. The currently under construction TSMC 5-nm foundry in AZ will cost 12 billion dollar - the equivalent of USS Gerald R. Ford carrier. TSMC newest 3-nm foundry cost over 100 billion. There is a reason why we let Taiwan build all these advanced foundries. They are freaking expensive. On top of that, many of their foundries are on the US DoD Trusted Foundry Program.
I dunno man, every time Shalcker is back from vaycay, this entire thread ceases to exist with this constant back and forth. Even mods participate. If his intentions are to nuke any discussion then he does an admirable work.
Sometimes, the light of the moon is a key to other spaces. I've found a place where, for a night or two, the streets curve in unfamiliar ways. If I walk here, I might find insight, or I might be touched by madness.
I'm looking at LNG fleet capacity is ~94 million m3 in 2020 (probably around ~100 million m3 right now if rate of increase is about the same) and that seems like not enough for "ten trips per year" to hit anywhere close to actual LNG deliveries (1 bcm per year? seems awfully low), so clearly i'm missing something.
Could you just tell me, what is real yearly transit capacity of tanker fleet? To see how strained it would get if it would need to carry extra load equal to current Russian pipeline gas?
20% of all European LNG in 2021 also came from Russia (and i'm not sure if that included exchange schemes where tanker with Russian gas simply becomes "US gas from US company" while another tanker closer to Russian recipients in turn becomes "Russian" or just direct Russian sales).
Ok, so 6 terminals total, operational in ideal circumstances somewhere around end of this year, with each providing up to umm... 8? 10? bcm per year.Floating transfer terminals could be a short-term solution until EU countries have a chance to build permanent jetty-based terminals. They cost a fraction of land-based terminals. Without the need for large civil works, they can be operational in a short amount of time. The system is assembled using inter-connected floating barges using cryogenic floating hoses to transfer the LNG to the shore. Germany already ordered 3, France 1 and Italy 2. They are expected to be operational in around 12 months. Much shorter timeline than 3 – 5 years for a standard terminal.
So, up to 60 bcm
Existing LNG infrastructure allows to import 237 bcm - note that some of that capacity was already used (average of 90% was in use this winter).
Total of ~300 bcm (let's be generous).
US plans to provide additional 15 bcm this year then 50 bcm next years up to 2030.
Qatar i think offered to get 6% of their exports up to 7% ? So i guess up to 20% increase on their side? Clearly not going to come close to US commitment.
...and the rest has to come from Asian market. Which isn't going to take it lying down.
There... just doesn't seem to be enough spare gas for EU.Pipelines and compressor stations are the biggest obstacle. Moreso for the landlocked power generating and manufacturing facilities. Engineers are creative. They'll figure something out.
Existing pledges will fill those "emergency floating transfer units" and that will be basically it?
So, about third of previous Russian ~180 bcm of pipeline gas will be potentially covered by new LNG?
That's it?
Last edited by Shalcker; 2022-03-26 at 08:03 PM.
How long do you think the Russian people will tolerate their husbands, fathers, brothers and sons getting killed or maimed in Ukraine for nothing due to Tzar Putins delusions of grandeur and his insane entitled belief that Russia has right to restore the Russian Empire? Especially given that he has gotten more Russian soldiers killed in one month than the Soviets lost in Afghanistan in ten years because he got high on his own supply?
"If you are ever asking yourself 'Is Trump lying or is he stupid?', the answer is most likely C: All of the Above" - Seth Meyers
There are alternative facilities being built in US.
Even if US wants to defend Taiwan it cannot afford to bet on their industry not being destroyed in the process (like it happens in Ukraine right now).
Just like with the "denazification" in Ukraine, the NATO whining is just a weak excuse. That's all it is.
Russia perfectly knows this invasion made NATO much more popular in the countries like Finland and Sweden, who are closer to joining than ever. They know any doubts whether or not NATO is necessary, are gone. Russia justified it's existence. They know that. Any whining towards how bad the NATO is, is just a distraction. An excuse.
A few years seems like a safe bet. Even if discontent will grow over time.
Ukraine isn't likely to last that long.
His military likely feeds him same data they provide on daily briefings.Especially given that he has gotten more Russian soldiers killed in one month than the Soviets lost in Afghanistan in ten years because he got high on his own supply?
Families of dead will get compensations and distinctions; law that survivors will be considered "military veterans" (with all associated benefits) is already signed. (and make no mistake, there were a lot of benefits added in previous years)
how is Chinese civil war "invasion"? Taiwan is officially part of PRC. How do you treat Chinese civil war as "invasion"? Do you mean Mao tsetung and CCP are the "invader" because they defeated KMT in the Chinese Civil War? (And Chinese Civil War is technically still ongoing.)
Or do you mean Abraham Lincoln was the "invader"?
Last edited by ruwshtyb; 2022-03-26 at 08:22 PM.