China has increasingly leveraged its dominant position in the supply of rare earth elements as a strategic tool in its ongoing trade tensions with the United States. Rare earths, critical components in a wide range of technologies from consumer electronics like iPhones to military applications such as missiles, have become central to what experts describe as a new form of economic warfare. This approach involves the deliberate restriction of rare earth supplies, sending a clear message about China's control over key future technologies. While this tactic is viewed by some as a novel trade war strategy unique to China, others note that the weaponization of supply chains is not unprecedented, citing the US's earlier actions in semiconductor supply chains. Analysts warn that Western nations remain largely unprepared for this challenge, with calls for urgent policy responses to avoid potential disruptions to critical industries including electric vehicles and defense systems.
China dominates the supply of rare earths that are essential to iPhones and missiles alike, giving it leverage in the trade war with the US. Here's what to know. https://t.co/OJ1B3ZGYLo
China’s weaponisation of rare earths is a new kind of trade war. My latest for the @FT https://t.co/ul3yjCN9lR
China’s weaponisation of rare earths is a new kind of trade war Weaponization of supply chains not/not new, US took lead here, weaponizing entire semiconductor production supply chain. Only new for China, and yes, near total lack of preparedness... https://t.co/1A5r1Ix0j6