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Last month, Trump management announced something astonishing and began a trade war of an unprecedented greatness against China 145% tariff In the Chinese imports. China replied by playing hardball. 125% of the US goods applied a tariff. Previous escalations saw the porcelain Call to dialogue and cooperationThis time Beijing’s answer was defective. The Chinese Ministry of Trade has announcedprepared to fight until the end“
Last weekend, optics changed dramatically. US and Chinese Agreed with the 90-day break The penalty is about the trade war of mutual tariffs returned by 10% by the United States and 30% by China. This result did not surprise us. When leaving, Beijing’s arm has an ace. ACE is a global advantage in China’s critical materials.
China’s strategic ACE was not built on one night. This began with a heavy investment in the human capital, resulting in China’s science, technology, engineering and mathematics (trunk), as a result of China’s creation. Only three decades ago China is only three leaders from 64 critical technology dominance to dominate US 60 Critical Technology Viewer of the Australian Strategic Policy Institute (ASPI). Tables have been converted since then. Today, China has taken the head of these areas, which is now only seven leaders in these areas.
China’s Newfound Stem’s advantage is not only the state-controlled policies and Chinese economic elites, a young and dynamic group often studies in the countryside and world. According to World Elite Database34% of China’s economic elites have gained experience in areas such as engineering, material science, robotics and aerospace.
Although China has recently become dominant in the root areas, but what is us (Hankke) Three MS Dubled: Scientific and engineering of mining and mineral engineering, metallurgical engineering and materials. It is important for the extraction, development and application of critical minerals that strengthen the advantage of China, modern technology and national security in three MS.
China allows you to carry out the rich and more accurate, rare land elements and critical materials with more accurate, three MS. Today, China controls about 70% of the rare land mine and more than 90% worldwide processing ability. A group of rare land elements (REES), a group of 17 mineral, is important for many technologies from consumer electronics to military technology. Neodymium magnets lighten the sea wind turbines and electric vehicles, Europium and LED displays and smartphone screens while terbium.
As for the defense, the shares are even higher. Indeed, an F-35 fighter plane already requires 900 pounds Rare lands, a Arleigh Burke needs 5,200 pounds that destroys DDG-51 and consumes more than 9,200 pounds of Virginia class submarine. Not surprisingly 23 Retired four-star US generals Hammir, Admirals, USA House Roads and Tax Book to protect a committee for critical mineral projects.
If the United States and Western China’s rarity dominance is not bad enough, US geological research, in March, antimon, chrome, graphite, lithium, titanium, titanium, titanium and vanadium from 44 critical minerals LED production 30.
China’s rise is more than 70 years. When Chinese geologists are discovered by 1950 Bayan Obo Deposit In the inner Mongolia, one of the world’s largest light rare land resources. In 1972, Professor of Peking Professor, Professor Ku Guangxian, the chemist, who raised Colombia University, developed a great progress in developing the CASCADE Extract. This was doubled by Western observers. He allowed China to remove rare the price of a quarter west.
In 1975, China, established his or her feet, institutionalized his ambitions National Rare Earth Development and Application Groupto put the foundation for long-term strategic planning. Were four rare land elements until 1991 defined as protected mineralsRestriction of external property and investment. China in 2001 Tenth five years of plan By listing rare places as a goal of national development, it strengthened this approach. This strategic focus is more exacerbated when the State Council is swept on October 1, 2024 “Rare Earth Management Rules“These new rules combined the government’s control due to intelligence, cultural, processing, exports, exports and exports of rare land minerals. This looked at the rare lands, not only economic assets, but not only economic assets.
China’s critical material advantage is one or two fists from its borders. Anyone who wants to process rare land materials for something should send them to China. In addition, in the last two decades, Beijing has invested in the world strategically in the world. For example, in Brazil and Chinese companies, offices were provided All of the Serra Verde Project is nearly allNeodymium, PraseOdymium, Terbium and Disprocument. In Greenland, China’s partial Shenghe sources give a minority share Kvanefjeld MinaContains 1.5 million metric tons of rare land oxides. Controls Chinese companies in Africa 70% of mines Connect contracts for the Democratic Republic of Congo and Ngualla project In Tanzania. Such, Shenghe Sources in the United States 7.7% Mountain Mine in MPsIn rare places, China is the best hope of the United States to eliminate that it is a deadly place.
China knows the strategic ACE in the Trump Administration’s Trade War. For example, in 1992, China’s leader Deng Xiaoping declared famous “The Middle East has oil; China has rare land“Moreover, he knows how to save Chinese preferences. In 2010, China’s Sudden Diaoyu / Senkaku Islands Cut Rare Earth Exports to Japan within two months. The coup was deep: Japan trusts China for more than 80% of the import of land imports, faced serious violations. Cerium Oxidi’s price, main rare land combination, increased 660%. Japan’s electronics sector, including companies Sony and PlanaSonicreported until 30% increase in component costs Due to embargo. Then, Beijing in 2023 Limited export Gallium and GeraVium-Critical-Critical-US responds to the entry of US advanced chip technology for semiconductors and missile systems. In 2024, China has increased by applying export control Seven additional rare land elements. This fastened the screws in global supply chains. In December 2024, China, China, lasted for more than 134% of the price, China and Antimon exports fully banned.
In response to President Trump last month, China used the rare places to go to the United States after the United States. China has restricted the export of rare places such as a disprocosition used in the magnets of electric vehicles and demanding US companies to apply for export licenses over a period of time. This action Panic between cars. Indeed, like Elon Musk noted Last month, China’s export, heavy rare lands, Halt, stressing the strategic significance of the most advanced technology of these magnets, stopped production of Optimus Robots. These actions demonstrate the desire to arm the US trade aggression, near the monopoly, which are the potential to violate the American industry from electric vehicles to the potential to violate the production of electricity.
China’s dominance in critical materials did not produce goods anymore. They are a strategic goal. It is clear that President Trump and the United States played by fire.
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