CHINA JUST WEAPONIZED THE ENTIRE RARE EARTH SUPPLY CHAIN
get used to reading chinese MOFCOM bulletins because they're writing american industrial policy now.
announced today: any product containing >0.1% chinese rare earth materials needs beijing's approval before re-export to third countries.
doesn't matter if you manufactured it in taiwan, vietnam, or texas.
chinese dysprosium in your magnet? chinese gallium in your chip? beijing gets veto power over the sale.
this is the nuclear option. US spent 3 years trying to deny china access to advanced chipmaking tools. china just responded with chokehold on literally every semiconductor fab, AI data center, defense contractor, and EV manufacturer on earth.
everything runs on chinese rare earths. building alternative supply chains takes 5-10 years minimum.
we don't have 5-10 years. effective december 1st.
the AI boom just hit a hard ceiling and we're still pretending we can offshore our way to prosperity.
time to reindustrialize like our lives depend on it. because they do.
