By Andrew King
America is not aware of it because it approaches catastrophic ambush – an experienced, ruthless strategy that is equipped to eliminate credible competition in the field of critical energy and rare earth. Contemporary Amperex Technology Limited (CATL) aggressively aggressively organized a first public offer (IPO) in Hong Kong. CATL supports from a mighty global financial syndicate that the Bank of America and JPMorgan belong to, and intentionally aims at the most influential, global investors, including the largest asset manager in America, blackrock, prudential, State Street and Vanguard.
While the Wall Street leaders claim that the Bank of America and Jpmorgan have the book framework of the victim of Catl-a Chinese company 1260H, from which Pentagon, which is drawn to their direct relationships with China's military-industrial complex since Pentagon, has not raised the attention of China since 2021. This is not at least 2021. It is strategic sabotage that endangers America's national security.
Don't make a mistake: Catl is not just a battery company – it is central to China's global ambitions. With a dominant share of 38% on the global market for electric vehicles that supply giants such as Tesla, BMW, Ford and Volkswagen, Catl Anchors Beijings offer to dominate strategic technologies. At the World Economic Forum in January in Davos, Catl Co-Chairman Pan Jian praised with a new class of electric vehicles (EVS), “Electric Intelligent Vehicles” (EIVS)-with CCP-von CCP-monitoring technology in mobile intelligence capacity values that are distributed all over the world. This is not a speculation-follows the proven playbook of the CCP and the replication of Huawei Telecommunications networks, the ship-to-shore of ZPMC, port-based cranes and TikToks data harvest models.
Let this drop in: Bank of America – the namesake of our nation – actively offers a financial and reputational cover for a company that acts as a de facto expansion of the Chinese military. A bank that is accused
Catl: A strategic threat that is far worse than TikTok.
CATL represents a danger that goes far beyond Tikok's short -term concerns of data service. While Tikok is a short-term threat, it is noticeable in an industry that can be noted for the tons of customers and the fast pace emergent platforms, while the peeps replaced, while energy, battery and transport technologies are deeply embedded in the infrastructure and for decades over useful life of life. In fact, these strengths are so decisive that Beijing has structured its global ambitions for EV batteries, solar collectors and electric vehicles as the cornerstone of its belt and street initiative. According to the Rhodium Group, the same three segments made up 77% of Chinese foreign direct investments in 2024 – two of which are a leading provider – and the central role of Catl as a strategic asset in Beijing's goals of the global dominance of CATL.
But under Catl's EV battery tournament there is a deeper, more uncanny strategic geopolitical calculation: Reinforcement of China almost precise monopoly on rare earth-minerals and critical materials that operate almost all semiconductor and advanced technologies. “China accounts for about 69% of the global production of rare ore and processes around 90% of rare dates worldwide,” said Polytechnique Insights. Do not make a mistake, Catl's true geopolitical threat is not just batteries. CATL is a mineral -juggernaut for rare earths. This is not a battery fight, but a mineral war for rare earth.
China controls 90% of permanent magnetic production, refined 98% of the global gallium, produces 99% of its terbium and dominates 85% of global battery production. These are no abstract numbers-sie a strategic choke pit for the materials that operate commercial electronic control systems, electric vehicles, semiconductor and energy solutions from the next generation. And every piece of military hardware and advanced technology is based on these minerals, just as China restricted the vast majority exports of such elements and publicly reveals a pillar of its business strategy strategy for decades.
In an era of electronics, the control of rare earth and critical minerals of the Kingmaker is.
The threat is most clearly shown by a simple categorical list of the most critical minerals:
Source: American Resources Policy Network, unless specified here. Samarium is per freight waves; Lithium is a review of the security studies in Georgetown; Gadolinium, Yttrium is per Chinepower project.
For critical minerals such as neodymium (precision-led rockets), gallium (semiconductor), terbium (sonar) and graphs (advanced sensors), China's dominance is approaching 95% and 99%. As illustrated, the reconstituation of American capacities for every mineral billions of dollars and for the vast majority of minerals would require five to ten years to reconfirm a competitive amount – with some rare minerals with estimates of one and a half decades, the United States simply has no.[1]
These minerals underpin every advanced American weapon system, from F-35 fighters and submarines to guide tans and drones. Wall Street is the underwriting of Catl's IPO. China's choke gold further cemented and enables Beijing to arm American dependency.
Theft of intellectual property: China's long -standing game book.
For decades, China has spent decades of artificial intelligence, quantum computing companies and research centers for advanced materials for infiltration-pro year $ 400 to $ 600 billion in intellectual property (IP). The CATL IPO brochure claims 40,000 and secured patents, whereby the dubious marketing is already being exposed and a more secret, deeper question of the strategic use of the Chinese patent office in strategic IP warfare, which undermines and shakes the global brand and patent field. Together with IP theft and forced constraints of companies, Chinese's chances of the World Trade Organization (WTO) immortalize a name, favorable exceptions, declarations of disposal and concessions to China. The Center for Strategic and International Studies (CSIS) states as a Think Tank: “China's state-supported technology champions often benefit from stolen or unfair intellectual property that undermines the US innovation directly.” Due to the IPO of CATL, Wall Street is indirectly legitimized the theft of intellectual property in industry in industry as part of the WTO.
The “Golden share” of the KPCH.
Perhaps even more reprehensible, this IPO benefits directly from the Chinese party's Communist Party.
Beijing routinely employs a tactic that is known as the “golden proportion” and a small state part (often only 1%) grants the oversized KPCH about corporate decisions. And with more than 12% ownership of state units, this IPO will massively impose the value of your stocks and spend beyond billions in fresh capital in order to fire its military and industrial ambitions.
Rare earths Dominance of rare earth: China's hidden weapon.
The control of rare earths and critical minerals is the decisive geopolitical lever and Catl The vehicle of China's broad ambitions, which, as Chairman Jian found a way, found a number of rare earth-based technologies to combine EIV consumer sales. The selected committee for the KPCP further illuminates ethical concerns and finds that the Catl supply chain has “undeniable evidence” of connections to forced labor in Xinjiang.
This IPO will enable Catl to penetrate the European markets aggressively (Germany, Hungary, Spain), to undermine American competitiveness and to consolidate China's global technological hegemony. It also offers US investors a comfortable gap that, due to restrictive mandates, may not invest directly in the Chinese mainland, but have more discretion to channel financing through the Hong Kong market.
This IPO is a strategic catastrophe. It enables China's geopolitical rise, legitimizes company espionage and affects the technological edge. By supporting Catl's IPO, the Bank of America and JPMorgan implicitly legitimize the IP theft in the industrial scale, reward China's illegal behavior and enable Beijing at the expense of America. America's banks have to do without their role in a CATL fundraising.
America has to act.
This moment requires clarity and leadership from both the private and the public sector.
Financial institutes must:
- Return from Catl's IPO and refrain from dealing with companies that are characterized as national security threats.
- Refrest to re -evaluate the long -term national interest before the short -term profit.
Government authorities must:
- Move Catl from the Pentagon's 1260H list to the list of the OFAC sanctions list of the Ministry of Finance, which would impose binding restrictions.
- Harmonize the regulatory attitude in the areas of finance, trade and defense to prevent CCP-connected companies from accessing US capital and sensitive technologies.
The missions could not be clearer.
Brian Moynihan, CEO of the Bank of America, which is already exposed to a legacy, which is most remarkable for excessive caution and delayed shareholders, is ready to be inextricably linked to monitoring a collaboration with the well -known enemy of America and further prevent a legendary banking brand. Mr. Moynihan looks like a crucial moment that will not only define his leadership and the legacy of the Bank of America, but also the role of America in the world.
The measures of the banks will have far -reaching consequences, not only for the shareholders of the banks, but for every American who still believes in the values of freedom, security and sovereignty. Investment banks, especially the Bank of America, have to choose. Do these banks serve the long -term prosperity of America or only eagerly, not crispy mercenaries who act as complications in China's strategic campaign to replace our nation?
America deserves – and demands – an answer.
Andrew King IS GP at Bastille Ventures, invested in critical technology that promotes national security and founder of the cross -party non -profit organization, future Union, which works with the private sector to combat the espionage of the state espionage, and advises the Congress, the selection committee for China, the department for finance ministries, Dept. of commerce and the white house. He used to be General Counsel of the Dallas Stars NHL Team and Corporate Lawyer at Goodwin Procter and Investment Banker at JPMorgan.
Notes:
[1] American Resources Policy Network.
This article was originally published by RealCleartefense and provided via Realclearwire.
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