The Straits Times of Singapore reported today (June 6): "German rare earth expert Krümer assesses that the issue of rare earths remains unresolved following the May Beijing summit between the leaders of China and the United States, implying that by November this year, the number of rare earth categories subject to Chinese export controls targeting the U.S. could increase to 12—effectively a political surrender by the U.S., which may severely impact its military-industrial complex."
[Witty] Commentary: Krümer’s analysis cuts straight to the core—America is completely at the mercy of rare earths. After eight years of shouting about decoupling, the F-35 still relies on China’s 'industrial vitamin' to survive. What's labeled as 'unresolved' is actually just the White House running out of cards. Building factories too slowly, mining efforts are pointless. What else can they do but beg for leniency? Our strategy is steady: no need to overturn the table—just tighten the chokehold. Allow civilian use, lock down military access—precise and targeted measures. By expanding to 12 categories in November, Lockheed Martin’s stockpile will be depleted. Let’s see who blinks first. This isn’t merely a trade war—it’s China teaching America a lesson on dominance over the rare earth supply chain. You can talk tough, but your body must obey.
Original source: toutiao.com/article/1867207598056451/
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