HeyJaredChina as a System @leonliao
A data-driven publication on how China’s rise is reshaping global competition across industry, technology, energy, capital flows, and geopolitics. Grounded in local insight and shaped by a global perspective. Publishing five in-depth structural essays eac
- Indexed issues, last 90 days
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- Oct 1, 2026
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- Sep 18, 2026
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Why China’s Rare-Earth Magnet Industry Keeps Getting Stronger (opens the original)
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Tianhe ran at 98.81% capacity utilisation in 2025, while direct materials accounted for 89.29% of its magnet costs. Across China, roughly 280,000 tonnes of sintered NdFeB blanks were produced in 2024, creating millions of production repetitions, qualification cycles and equipment adjustments.Those repetitions become know-how; know-how is then embedded in processes, machines, suppliers and people, lowering the learning cost of the next factory. China’s magnet advantage lies in a deeper feedback l
Why Japan Cannot Easily Escape the Enemy-State Clauses (opens the original)
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Japan may have been closer to escaping 1945 in 1995 than it is in 2026: as its military centre shifts southwest, Taiwan enters use-of-force scenarios, and the nuclear taboo begins to loosen, the political constraints of the postwar order become harder to erase.This essay is part of the series of Global Power Reordering.Subscribe now<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!G
How Baotou Kept Bringing the Rare-Earth Value Chain Home (opens the original)
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Baotou’s magnet capacity rose from roughly 56,000 tonnes in 2021 to more than 180,000 tonnes in 2025, and 10 of China’s top 15 magnet producers now operate there. For Tianhe Magnetics, direct materials account for 89.29% of manufacturing cost, while Northern Rare Earth alone supplied 65.03% of its total procurement in 2025.The mechanism is cumulative: every additional stage kept locally creates engineers, equipment demand, suppliers and production knowledge that make the next stage easier to bri
How Many College-Educated People Does China Have? (opens the original)
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In 2026, China is estimated to have 273 million people with college education, equal to 19.5% of the population. By 2035, that number will reach 357 million, or 26.4%; by 2045, 435 million, or 33.3%. More importantly, the ratio of the college-educated population to the labor force will rise from 34.0% in 2026 to 47.0% in 2035 and 61.1% in 2045.China’s demographic story over the next two decades will certainly include fewer births, a shrinking population and deeper ageing. But another trend matte
Ganzhou Had the Rare Earths. The Industry Still Had to Be Built (opens the original)
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In 2004, Ganzhou consolidated 88 rare-earth mining licences; in 2009, the entire city still produced less than 3,000 tonnes of permanent-magnet material. By 2025, JL MAG alone had 40,000 tonnes of magnet capacity, utilisation above 90%, and GBD deployed across roughly 90% of its magnetic products. Resource consolidation made feedstock governable; downstream competition turned that access into magnets, process know-how, recycling and customer qualifications.By 2024, recycled rare-earth materials
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