[mhsprecher]

"Has there been anything said publicly over there about us buying nuclear submarines from the US and Britain under the new AUKUS arrangement?"

It's been all over the news. The French were very upset.

China is very dependent upon exports. I suspect they will preserve those export markets as their internal demand can't keep their economy going. Someday they will have enough internal demand that they won't need to export as much, but that is not true today.

Shipping costs have increased exponentially, so, for the time being, that will likely affect the cost of those blocks, too.