If the Americans don't do away with restrictions on chips, etc. they certainly should not get any dual use materials themselves. Even more so as they disregard the agreements re Taiwan and consider China hostile.
Fascinating and sobering read. The combination of China's intellectual property, state-backed integration, and vast geoscientific manpower gives it a nearly unassailable lead in rare earths. One question: Can the U.S. realistically build a competitive REE ecosystem without abandoning free-market orthodoxy?
What is the current situation? Has China now backed off blocking all except samarium?
Somewhat more forthcoming:
https://www.theguardian.com/business/2025/jun/11/trump-china-trade-deal
Thanks again. I hope they are not releasing samarium.
If the Americans don't do away with restrictions on chips, etc. they certainly should not get any dual use materials themselves. Even more so as they disregard the agreements re Taiwan and consider China hostile.
Some rare earth export license applications approved
By WANG KEJU | China Daily | Updated: 2025-06-13 09:12
https://www.chinadaily.com.cn/a/202506/13/WS684b7b06a310a04af22c5fe3.html
Thanks, appreciated.
Fascinating and sobering read. The combination of China's intellectual property, state-backed integration, and vast geoscientific manpower gives it a nearly unassailable lead in rare earths. One question: Can the U.S. realistically build a competitive REE ecosystem without abandoning free-market orthodoxy?
The serious question is: can the US build a competitive RE ecosystem under any set of assumptions…apart from the favor of the Old Testament “god”?