China has officially halted shipments of several rare earth minerals to the US specifically used as inputs for cars, semiconductors, and aerospace companies
US co's have basically zero stockpiles because of balance sheet concerns
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US co's have basically zero stockpiles because of balance sheet concerns
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RARE EARTHS AREN’T RARE—CHINA OWNS THE REFINING, NOT THE MINES
Elon’s right: rare earth minerals are found all over the world—including in the U.S.—but China controls over 85% of global refining. That’s the chokehold.
The problem isn’t digging the stuff up. It’s turning it into magnets for EVs, missiles, and wind turbines. Even U.S.-mined material often gets sent to China for processing.
Until America rebuilds its heavy industry, it will stay dependent. The minerals are here—but the power is still there.
Source: USGS, IEA
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Elon’s right: rare earth minerals are found all over the world—including in the U.S.—but China controls over 85% of global refining. That’s the chokehold.
The problem isn’t digging the stuff up. It’s turning it into magnets for EVs, missiles, and wind turbines. Even U.S.-mined material often gets sent to China for processing.
Until America rebuilds its heavy industry, it will stay dependent. The minerals are here—but the power is still there.
Source: USGS, IEA
🄳🄾🄾🄼🄿🄾🅂🅃🄸🄽🄶
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