{"id":37199,"date":"2025-07-04T09:14:46","date_gmt":"2025-07-04T16:14:46","guid":{"rendered":"https:\/\/www.itmtrading.com\/blog\/?p=37199"},"modified":"2025-07-04T09:16:21","modified_gmt":"2025-07-04T16:16:21","slug":"china-long-game-us-reacting","status":"publish","type":"post","link":"https:\/\/www.itmtrading.com\/blog\/china-long-game-us-reacting\/","title":{"rendered":"What 1980s OIL-GOLD Crisis Reveals Will Happen Next &#8211; History Repeats"},"content":{"rendered":"<p data-pm-slice=\"1 1 []\">\u201cTrade, it went from the West to the East, and it\u2019s never coming back, the gold that\u2019s there,\u201d says Gianni Kovacevic, author and energy commentator. In today\u2019s interview with Daniela Cambone, Kovacevic argues that the global economic center of gravity has permanently shifted. He explains how China, through decades of strategic investment and industrial planning, now dominates critical supply chains, from rare earths to battery production, despite holding just 7% of the raw materials. \u201cThey did the hard work. We didn\u2019t,\u201d he says. With the U.S. focused on short-term political cycles and nostalgic reshoring efforts, Kovacevic warns that nations like China and Russia are stockpiling hard assets, especially gold, as faith in the dollar continues to erode. \u201cThere\u2019s nowhere else to go,\u201d he adds, predicting that gold\u2019s rise is far from over.<\/p>\n<p data-pm-slice=\"1 1 []\"><strong>Is America Being Outsmarted?<\/strong><\/p>\n<p>The U.S.-China trade truce might look like stability on the surface. But behind the curtain, China is executing a decades-long plan while Washington just reacts. In the ongoing chess match of global power, the U.S. may be losing the strategic edge\u2014and your wealth could be the next casualty.<\/p>\n<p>This isn&#8217;t just a story about tariffs. It&#8217;s about <strong>supply chains, rare earth dominance, global trade flows, and gold<\/strong>. And the implications couldn&#8217;t be more urgent.<\/p>\n<div>\n<hr \/>\n<\/div>\n<h2>China\u2019s Workforce and Trade Machine: Engineered to Win<\/h2>\n<p><strong>While the U.S. churns out bureaucrats, China builds engineers.<\/strong><\/p>\n<ul data-spread=\"false\">\n<li>415 million Chinese millennials<\/li>\n<li>100+ million university STEM grads<\/li>\n<li>Vast export infrastructure and workforce discipline<\/li>\n<\/ul>\n<p>Tim Cook said it plainly: &#8220;We can\u2019t make the iPhone in America. We don\u2019t have the people.&#8221;<\/p>\n<p>China&#8217;s long game is about more than factories. It&#8217;s about cornering the global trade map:<\/p>\n<ul data-spread=\"false\">\n<li>ASEAN: $550B in trade<\/li>\n<li>EU: $500B+<\/li>\n<li>U.S.: Now <strong>below<\/strong> $500B and declining<\/li>\n<\/ul>\n<p><strong>China doesn\u2019t need the U.S. as much as it used to.<\/strong> And that gives them leverage in future negotiations.<\/p>\n<div>\n<hr \/>\n<\/div>\n<h2>Rare Earths and Resources: China Already Won Round One<\/h2>\n<p>Gianni Kovacevic didn\u2019t mince words: China &#8220;did the Yeoman\u2019s work.&#8221;<\/p>\n<ul data-spread=\"false\">\n<li>75% of global battery production capacity<\/li>\n<li>Only 7% of raw materials<\/li>\n<li>Trillions invested globally, especially in Africa<\/li>\n<\/ul>\n<p>Meanwhile, the West is just <strong>starting<\/strong> to talk about lithium projects and funding timelines. Even Trump&#8217;s &#8220;fast track&#8221; list of 10 resource projects is years behind.<\/p>\n<p><strong>The real cost? Dependence.<\/strong> In a resource war, the nation with the raw materials and refining capacity wins.<\/p>\n<div>\n<hr \/>\n<\/div>\n<h2>Gold: The One Asset China Is Hoarding While the West Sells<\/h2>\n<p>Gold is nearing $3,400\/oz, and it\u2019s not by accident. This isn\u2019t just price speculation\u2014it\u2019s a structural shift in <strong>who owns the world\u2019s gold<\/strong>.<\/p>\n<p>Back in 1980, 10 barrels of oil bought 1 ounce of gold. That broke down when the dollar lost value. Now?<\/p>\n<ul data-spread=\"false\">\n<li>Oil at $72 = <strong>45 barrels<\/strong> to buy 1 ounce of gold<\/li>\n<li>Gold has adjusted for inflation, oil hasn&#8217;t<\/li>\n<\/ul>\n<p><strong>China understands this. They&#8217;re buying physical gold, not paper promises.<\/strong> The West? Gordon Brown sold Britain&#8217;s gold at the bottom. Canada has no reserves. Meanwhile, Russia and China quietly stack.<\/p>\n<p>As Gianni says, &#8220;The gold has gone from West to East, and it\u2019s never coming back.&#8221;<\/p>\n<div>\n<hr \/>\n<\/div>\n<h2>Why Gold and Silver Are the Only Real Hedge Left<\/h2>\n<p>When trade wars heat up and currencies devalue, <strong>gold and silver remain the final anchor of value<\/strong>.<\/p>\n<ul data-spread=\"false\">\n<li><strong>Tangible assets<\/strong>: immune to digital manipulation or government seizure<\/li>\n<li><strong>Wealth preservation<\/strong>: historically resilient in crises<\/li>\n<li><strong>Gold vs dollar<\/strong>: as the dollar weakens, gold strengthens<\/li>\n<li><strong>Inflation hedge<\/strong>: maintains purchasing power across decades<\/li>\n<\/ul>\n<p>Physical metals aren\u2019t a speculation. They\u2019re your <strong>financial foundation<\/strong>.<\/p>\n<div>\n<hr \/>\n<\/div>\n<h2>Conclusion: If You Wait for Washington to Wake Up, It\u2019ll Be Too Late<\/h2>\n<p>While the U.S. scrambles to patch holes in its global strategy, China builds. And buys. And waits.<\/p>\n<p>They play the long game. We react. The consequences are playing out in your wallet, your retirement account, and the price of real assets.<\/p>\n<p><strong>Don\u2019t wait for another &#8220;truce&#8221; to see the writing on the wall.<\/strong><\/p>\n<div>\n<hr \/>\n<\/div>\n<p><strong>About ITM Trading<\/strong><br \/>\nITM Trading has over 28 years of experience helping clients safeguard their wealth through personalized strategies built on physical gold and silver. Our team of experts delivers research-backed guidance tailored to today\u2019s economic threats.<\/p>\n<p><strong>THINKING ABOUT PURCHASING GOLD &amp; SILVER?<\/strong><br \/>\nGet expert guidance from our team of analysts with 28+ years of experience.<br \/>\n&#x1f449; [<a href=\"https:\/\/calendly.com\/itmtrading\/500?utm_content=DC05052025\" target=\"_blank\" rel=\"noopener\">SCHEDULE YOUR CALL HERE<\/a>] or call 866-706-9061<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u201cTrade, it went from the West to the East, and it\u2019s never coming back, the gold that\u2019s there,\u201d says Gianni Kovacevic, [&hellip;]<\/p>\n","protected":false},"author":39,"featured_media":37200,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2922],"tags":[98,348,2627,2951,3467,3736,3884,4207,4563,6346,6583,6584,6585,6586,6587,6588,6589,6590,6591,6592],"class_list":["post-37199","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-the-daniela-cambone-show","tag-physical-gold","tag-gold-bull-market","tag-de-dollarization","tag-daniela-cambone","tag-inflation-hedge","tag-central-bank-gold-buying","tag-gold-price-forecast","tag-macroeconomic-trends","tag-us-dollar-decline","tag-gold-as-reserve-asset","tag-gianni-kovacevic","tag-us-china-trade-war","tag-rare-earths","tag-global-supply-chain","tag-gold-vs-oil","tag-commodity-markets","tag-china-manufacturing","tag-tesla-global-trade","tag-gold-4000-prediction","tag-energy-geopolitics"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/posts\/37199","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/users\/39"}],"replies":[{"embeddable":true,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/comments?post=37199"}],"version-history":[{"count":3,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/posts\/37199\/revisions"}],"predecessor-version":[{"id":37203,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/posts\/37199\/revisions\/37203"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/media\/37200"}],"wp:attachment":[{"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/media?parent=37199"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/categories?post=37199"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/tags?post=37199"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}