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Neon and the World's Economic Collapse - March 2022


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China, the world’s largest economy, suffered a stock market drop worse than any day in the last 13 years. The World Bank warns that Russia may be close to a national debt default and nobody has a clear idea on what this would look like. But I can tell you that Ukraine used to export half the world’s neon and that, without it, manufacturing computer chips is gonna get even more difficult expensive.

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Re: neon. Take a gander at the wikipedia page for neon.

It is not just that Ukraine is half the worlds neon production. It is that Russia is another 30 or 40% of the worlds neon production. In other worlds - most all of the neon production is not going to be exported for the near term. Whether there are sanctions or not. Logistics alone are going to trip it up even if it is not embargoed/sanctioned.

One company that operates in both russia and ukraine is 65% of world production.

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