US and Australian Rare Earths Deal is a Joke to China -- Xi Checks Trump
US/China Rare Earth Conflict and the Cost of Industrial Reshoring
Understand why China's rare earth export restrictions impact US strategy and analyze the painful environmental trade-offs required to rebuild domestic mineral capacity.
Short Summary
- China enacted export restrictions on materials containing rare earth minerals, retaliating against US actions.
- Reshoring US rare earth processing requires navigating significant regulatory hurdles and implicitly accepting increased domestic pollution ("Superfund sites").
- The US announced an $8.5 billion deal with Australia to secure alternative supplies, though experts caution this is a long-term fix.
- Decades of exporting toxic refinement overseas have left the US critically dependent, a situation that is difficult to reverse quickly.
- This discussion forces a confrontation: achieving industrial strength demands accepting toxic consequences Americans previously outsourced.
This analysis unpacks current geopolitical friction over critical minerals, detailing China's response to US policy and the difficult domestic choices the US must make to reduce dependence. Readers will gain context on the strategic value of rare earths and the severe environmental compromises inherent in bringing mining and refining back home.
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Top Comments (10)
AUS:Here you go US have some rare earths US: err what do I do with this pile of dirt?!
China's rare earth export control from USA on military purpose is pure genius! World peace at last ❤ China
CHINA now can aslo ask... " But at what cost ... " LOL
After observing the tactics that the USA applied to the world for the past four decades and is applying today against China, China finally realized that it can also try the same tactics against the US and its aiders and abetters.
这里是另外一个部分: 在过去的几十年里,随着科技本身与工人的技术不断升级,大量的经验积累,以及对应的措施不断迭代,我们已经解决了稀土开采和精炼的污染问题,今天稀土精炼在中国早就不是环境麻烦了 但,西洋世界如果要重新把他们在六十年代就丢掉的稀土精炼技术拿起来用,那他们就要享受无穷无尽的污染——从污染到环境友好,这中间几十年的治理经验和技术升级,就自己琢磨去吧 我们的态度倒确实跟eli一样的:have fun~
China controls 69-70% of global rare earth mining, and 90% of global rare earth processing.
I often see idiots claiming that the West already knew how to extract rare earths 30 or 40 years ago, and that pollution concerns led to the technology being transferred to China. Did they have stealth aircraft back then? Did they have chip manufacturing? Did they need such sophisticated permanent magnets? To some, the technological development of these past 30 or 40 years seems as simple as crossing a small ditch. Now, nearly all the technology patents, specialized equipment, and talent are in China's hands. Some still dream that recruiting a few professionals and signing a few mining agreements will solve the problem. How foolish!
We Americans are fundamentally allergic to foresight
Unlike last time gunpowder was open sourced centuries ago, this time China learned to control their own rare earth IP. 😆
they mine 60% of the minerals, the refine like 90%, they have the technology, and the machinery, and the knowledge.....some of them we flat out dont have the technology
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Top Comments (10)
AUS:Here you go US have some rare earths US: err what do I do with this pile of dirt?!
China's rare earth export control from USA on military purpose is pure genius! World peace at last ❤ China
CHINA now can aslo ask... " But at what cost ... " LOL
After observing the tactics that the USA applied to the world for the past four decades and is applying today against China, China finally realized that it can also try the same tactics against the US and its aiders and abetters.
这里是另外一个部分: 在过去的几十年里,随着科技本身与工人的技术不断升级,大量的经验积累,以及对应的措施不断迭代,我们已经解决了稀土开采和精炼的污染问题,今天稀土精炼在中国早就不是环境麻烦了 但,西洋世界如果要重新把他们在六十年代就丢掉的稀土精炼技术拿起来用,那他们就要享受无穷无尽的污染——从污染到环境友好,这中间几十年的治理经验和技术升级,就自己琢磨去吧 我们的态度倒确实跟eli一样的:have fun~
China controls 69-70% of global rare earth mining, and 90% of global rare earth processing.
I often see idiots claiming that the West already knew how to extract rare earths 30 or 40 years ago, and that pollution concerns led to the technology being transferred to China. Did they have stealth aircraft back then? Did they have chip manufacturing? Did they need such sophisticated permanent magnets? To some, the technological development of these past 30 or 40 years seems as simple as crossing a small ditch. Now, nearly all the technology patents, specialized equipment, and talent are in China's hands. Some still dream that recruiting a few professionals and signing a few mining agreements will solve the problem. How foolish!
We Americans are fundamentally allergic to foresight
Unlike last time gunpowder was open sourced centuries ago, this time China learned to control their own rare earth IP. 😆
they mine 60% of the minerals, the refine like 90%, they have the technology, and the machinery, and the knowledge.....some of them we flat out dont have the technology