China's Rare Earth Advantage Becomes a New Pain Point for the United States, National Defense Technology Faces Challenges

Jeff Brown, author of "China Trilogy," international affairs analyst:

"Rare earths severely restrict the United States' hands. Imposing 100% tariffs on China will only give China more reasons to tighten its rare earth export control measures, which will retaliate against the U.S. defense and aerospace industries, including companies such as Boeing, Raytheon, Lockheed Martin, General Dynamics, and SpaceX, all of which will be uneasy."

This is an asymmetric advantage for China. China's advantage in the rare earth supply chain is far greater than the U.S. tariff advantage in many common goods.

Control over rare earths can precisely strike the "Achilles' heel" of the United States — its military and technological hegemony. Its strategic significance exceeds the trade deficit itself.

This will force the United States and its allies to accelerate the construction of a "de-China" rare earth supply chain, but this process is full of challenges, and during this period, the U.S. key industries will be exposed to great risks.

Previously, it was always the United States that made others suffer. This time, they truly feel the pain from China.

Original: www.toutiao.com/article/1845929530235916/

Statement: The article represents the views of the author himself.