Beijing’s not doing tariff tennis anymore. This time, it’s precision warfare — targeting rare earth exports.
These aren’t just obscure metals — they’re the silent powerhouses behind EVs, fighter jets, wind turbines.
Think:
▫️ Dysprosium
▫️ Terbium
▫️ Neodymium
No rare earths =
▫️ No magnets
▫️ No motors
▫️ No mobility
The fallout’s already brewing:
▫️ Automakers have 2–3 months of supply left
▫️ Tesla’s sounding alarms — internal panic level: 8/10
▫️ Defense sectors? Vulnerable and watching closely
China’s message:
“You tax our exports — we’ll strangle your tech.”
And here’s the twist:
Rare earths aren’t actually rare. But mining them outside China? Dirty, expensive, and nearly impossible.
This isn’t trade policy.
It’s economic warfare.
And the West’s green dreams? Hitting a hard red light.