Earlier this year, amid escalating U.S.-China trade tensions, Beijing tightened export controls on rare earth elements. Although some shipments resumed after Washington made trade concessions in June, China continues to restrict access to minerals used specifically for defense. China currently supplies about 90% of the world’s rare earths and dominates production of many other strategic materials.
One U.S. drone parts manufacturer reported delays of up to two months while seeking alternative sources of Chinese-made magnets. Industry sources say prices for certain minerals have surged, with one company offered samarium — critical for jet fighter engine magnets — at 60 times the usual cost.
The situation underscores the U.S. military’s heavy dependence on Chinese supply chains. Many advanced defense technologies — including drone motors, missile guidance systems, night-vision goggles, and satellite components — rely on rare earths and minerals largely sourced from China. The supply squeeze is giving Beijing strategic leverage amid ongoing geopolitical and trade
Das ist der einzige wirkliche Hebel von den Chinesen gegenüber der USA und den werden die einsetzen. Diese Magnete sind mittlerweile essenziell ohne die geht es nicht. Es gibt bisher nichts in den USA diesbezüglich. MP Materials hat überwiegend nur leichte seltene Erden.
Wir benötigen jedoch die schwere Seltene Erden. Die sind wirklich rar.
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