We have arrived at us as an effort. China already makes

In April 2025, China laid export control over 4 land elements and permanent magnets and the basis of modern life and modern war. Battlefields, rocketsElectricity, drones, drones, wind turbines, and even data centers rely on high quality magnets made of these critical minerals. By limiting their flow, Beijing failed to flex my industrial muscles, he discovered the rest of America and the world. Chinese final attempts demonstrate their readiness and armamental ability to arm and global dependence.

This is not a new problem. The United States has been under concentrated, too concentrated, and has undergone Chinese leverage, too concentrated, too concentrated in the United States for more than 15 years. Therefore, in democratic and republican administrations we have not been able to respond quickly or in harmony. Now the consequences of those fails to hold us from the neck and have cascades in our commercial and defense sectors.

After the negotiations of London, Washington and Beijing were published in Friday New trading base Which China will continue to approve export licenses to rare places in the next six months. US officials won a breakthrough, but they had little information about what was given instead. This will leave the main questions unanswered: what happened in the US? How does the transaction take effect? What happens when you have six months?

High skepticism. Ford recently stopped production at the Chicago plant due to magnetic scarcity – he noted that short-term breaks have clear consequences. Paper agreements are not resolved. Without transparency, timely approval and long-term planning, it can be another diplomatic cycle of one step, two steps.

Even limited allegations also increase risks. Described dozens of companies in Europe and North America China’s export license process is highly invasive – demand firms, require specific information, recent applications, construction, objects, customer names and transactions. Some candidates were not accepted for failure to submit photos or documentation of their end users.

According to the process, the process said that “get official information”.

Ignore basic information is not to be notified if the firms are not sensitive to the firms. Consequences for companies in defense networks are concerned: Valuable commercial intelligence can be compared to competitors, pricing or pre-use Chinese substitutes.

This is not just a licensing is a competitive control. Prior to the safe, independent capacity of the US minerity, it is exposed to interference and data.

This vulnerability was not a night. Most people have been crashing a slow train for several years. In 2010, China cut off rare exports to Japan during the Sea Dispute, we noticed us a clear warning, but he took us out of the brush. In 2014, the Obama’s administration won the WTO in terms of export restrictions in China, but the legal achievement predicts that the success will continue to avoid further flagging.

Trump, what did the rich

The first Trump administration is critical, but they may have recognized Chinese tariffs in 2018, and maybe we recognized the dependence of the United States. To date, 14017, “Working Group in Minerals” and IRO and IRA funding. Strategic partnerships, such as useful partnership, have appeared. But progress has been slow, has delays and uneven commitments.

The second Trump administration was supplemented with aggressive measures, enhanced the protection of protection of Section 232, launched defense and launched the law of “defense” and offers the basic growth of funding in the 23rd years. Currently, the National Energy Council coordinates efforts. However, these measures are briefly in the use of Beijing, like six months of China’s six months. And very important, the defense sector will be cut and there is no licensing window.

The last G7 summit in Canada celebrated global columns. President of the European Commission Ursula Won Der Leen “Arms arms” directly condemned it Basic materials such as rare earth, call a combined G7 reaction. Result: A G7 Action Plan of Minerals. Although China’s name is not mentioned, the internal text is not deleted. Plan to increase the ESG and control standards for the basic resources of the plan G7; Capital mobilization for new projects in the field of mineral production and processing; and cooperation in innovations on the technologies of processing, replacement and processing.

Forecast, Beijing was angry. The Chinese Foreign Ministry fired the plan to “excuse” in relation to the “excuse”, said the G7 to fear the market share.

Brussels now stopped in Beijing trading talks, so the ability to get a Chinese revenge is especially against the EU. If China is doubled, it will stimulate the EU, Japan, South Korea and India to the orbit of Washington and pushed to instead of Washington.

Chinese dominant state on a rare earth

Raw numbers surprise. China is 70% of rare mining production in the world, but more than 90% of the ability to process. It produces 92% of Neodymium-Trom-Bor (NDFeb) magnets in the world – it is used in submarine-seating in the submarine. This dominance is not an accident. China has subsidized for processing towards global development in the supply chain, and until production, scales are more active than west and get permission to one field.

U.S. sections MP materials“The suspension and round top surface remain free from low. DOD and DOE offered grants, and the FY2026 Trump budget tries to expand the mining skills and ensure access to critical minerals. But all this starts from the beginning of China and long-term and longevity of the sector.

China has moved to Africa earlier and bold, and with governments with the Democratic Republic of the Congo, the Democratic Republic of the Congo, Bolivia and Chili; Investing in ports, rails and recycling infrastructure. On the contrary, we have a priority of US efforts and promotion on these issues, forward and valuables, transparency and control priority, important issues, but a limited impulse of useful mineral issues. There are recently a democratic Republic of Ukraine and the Democratic Republic of the Congo, which hindered conflicts and instability in these countries.

London negotiates and engaged in recent trading. But time without strategies is not fruitful. China’s licensed regime remains unchanged, its data is subject to each other. The defense sector will go out. At the same time, the conventions for financing pure energy and industrial policy can be carried out as part of the ground, and rare projects.

This is a decisive moment. China prevented the internal divisions of America – a competitive effort between labor, industry, environmentalists, tribal peoples and political factions. They may be correct. The United States should prove that they are wrong.

Critical Minerals are geopolitical strength

Currently, the United States should look at critical minerals as a geopolitical power source, not as goods. China already makes. It is necessary to get rid of his handle and short-term funding for the mine. It requires a harmonious, long-term strategy to create a complete delivery chain, both with domestic opportunities and allies and partners and partners. From magnetic production and processing, each generation should strengthen the targeted investment, permission by reform and strategic coordination.

A successful and steady policy requires a commitment to the next one. The United States can also take away allies and partners only rhetorically. Countries such as the Democratic Republic of the Congo, Chilo and Indonesia (one of others), technology transfer and infrastructure investment, not only in management, but also permanent partnership.

Export for six months of exports from China is not a solution is a stress test. This indicates that the United States can focus on and act or be satisfied again. Beijing rate, it will be the last. Washington should respond to urgent, integrity and strategy. There is still time but not much.

–By Dewarrric McNealLongView Managing Director and Senior Policy Analyst on the Global and CNBC depositor