GEOECONOMIC SHIFT: US Secures Rare Earth Dominance, China Concedes
In a strategic defeat, China's $3 trillion rare earth leverage evaporated in 48 hours without US tariffs.
Key Takeaways:
US partnered with Malaysia, Thailand, Australia, and Cambodia to neutralize China's rare earth dominance.
West now controls critical minerals for $350B US AI sector and $3T global AI economy.
China's technological independence compromised.
Globalization evolves into protectionism, with clear winners and losers – US wins this round.
Investment Implication:$SOMI
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