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The Next Geologic War
China has just announced a targeted export lockdown on rare-earth materials, timed ahead of the upcoming ASEAN summit, where new trade talks were expected to take place. Trump, however, has confirmed he will not attend the summit and has instead threatened to impose 100% tariffs on Chinese imports. What began as a trade dispute has now evolved into a systemic confrontation over who controls the physical backbone of the global economy, energy, matter, and computation, and ultimately, who controls the world’s next reserve currency. The escalation in China’s rare-earth controls marks a decisive moment in that shift. ... (full story)