Can’t replace the rare land supply from the United States, warns CSIs
Lianyungang, Jiangsu province, China, October 31, 2010, the land of land with rare land elements for exporting in a port in Lianunggan.
Stringer | Reuters
According to the Center for Strategic and International Studies, as China applies export control in rare land elements, it would not be able to fill in potential failure – and this could threaten Washington’s military capabilities.
US President Donald Trump between the growing tariffs in Beijing in China this month Export restrictions were applied Seven rare land elements and magnets used in defense, energy and car technologies.
New restrictions covering medium and heavy rare land elements will require Samarium, Gadolinium, Terbium, Disprocus, Lutetium, Scandium and YTTrium – Chinese companies to provide special licenses to export resources.
Although China is clear how to implement this policy CSIS report published on MondayIt is likely that Beijing has established a licensing system and will notify that some US companies can cause violations in supply.
This New York Times It was reported earlier this week A break in exports of China’s rare land element has already occurred.
Chinese such restrictions pose a serious threat to the United States, especially the defense technology sector, because China held a monopoly on the supply of global heavy rare land processing.

“The United States is especially sensitive for these supply chains,” said CSI, a number of rare lands are very important for advanced defense technologies and are used in combat aircraft, missiles, radar systems and drones.
Along with export departments, Beijing, 16 US agency – in defense and aerospace industry – one of it – Export control list. The list prevents companies from receiving “binary use products”, including the above rare land elements.
Not ready to fill the gap
According to CSIS, China’s commercial control is in full closure of the average and heavy rare land element, the United States can be filled.
“Currently, there is no separation of violent lands in the United States,” CSIS said that the development of these opportunities continues.
For example, the Ministry of Defense has set a goal to develop an element supply chain of an element that can meet all the defense needs of the United States until 2027 2024 National Defense Industry Strategy.
Since 2020, due to data collected by DOD, CSIS, internal supply chains and heavy rare land processing facilities are more than $ 439 million.
However, CSIS said that when these facilities are working, China will shorten China, and the United States is still far from meeting the independent rare land element of the United States.
“Development of mining and processing opportunities requires a long-term effort, ie the United States will be on the back leg for the expected future,” he said.
US President Trump has also visited Seek a contract with UkraineWill give access to deposits of rare land minerals. But The questions remain About the cost and accessibility of these fields.
Conclusion
The CSIS report stressed that export control has created a direct threat to US military training, and behind the country’s defense production.
“Before the latest restrictions, the US defense industry base has struggled with a limited capacity and there was no opportunity to produce production defense technology requirements,” he said.
China’s advanced weapon systems and equipment are six times faster than the United States, Arising from the US Air Force official In 2022.
“After the entrances to critical tributaries, entrances will expand the gap, strengthen its military capabilities to China more quickly than the United States,” the report.
In the United States, in rare places, like Australia and Brazil Investment in strengthening the supply chains of internal rare land elements.
CSIS recommends that the United States will provide financial and diplomatic support to ensure the success of these initiatives.
However, the new export licensing system for China’s rare areas can also cooperate the world to cooperate with China to prevent the supply of elements in all parts of the world.
One Research sheet Capital economist Neil Shearing, Monday, Monday, on Monday, rare lands and control over critical minerals, he said that he became part of the play book on Washington.
Along with the arrest of China in some rare areas, the supply of many other critical minerals, including Cobalt and Palladium, was concentrated in countries with Beijing.
“There will be a central feature of a broken global economy to provide weapons and alternative supplies of this control over critical minerals,” he said.