China accounts for 70% of global REE mining and 90% of the world’s REE processing/refining. These minerals are essential for weapons systems and electronics. Beijing’s export restrictions on 12 REEs could very well disrupt the global economy and pose a risk to the U.S.’s defense supply chains. This is unsustainable and dangerous—and it has gone on for far too long. Washington must decouple.
Beijing’s practice of weaponizing its REE dominance is straight from the CCP’s unrestricted warfare playbook, a concept first outlined in 1999—combining elements of resource warfare, economic warfare, and lawfare (the CCP’s uses laws and regulations to further its national interests, when and where it sees fit).
China’s announcement to impose export restrictions on resources that it has monopolized aligns with its ongoing demands over recent months, including the demand that the U.S. change its official language regarding Taiwan independence. //
Without a state that is capable of protecting its citizens from foreign and domestic threats, its foremost responsibility, as well as ensuring economic independence, economic prosperity is not possible. National and economic security are essential building blocks.
China’s tightening of export controls should serve as a reminder of the need to decouple. //
But tariffs alone will not break China’s stranglehold on minerals. Achieving this goal will require sustained government intervention—although unfavorable to us small government proponents, it is the best path forward during such a national emergency—and a rollback of environmental and licensing regulations that CCP-backed environmental groups have been fighting for (green warfare). It was the Chinese state’s aggressive subsidization and regulation of its REE industry—coupled with destructive globalist policies—that made this dominance possible.