Minerals vs microchips: How to stop a supply-chain war

China’s move to weaponize its dominance in rare earths has added a volatile new dimension to US–China relations: a contest defined by mutual vulnerability and supply-chain brinkmanship. With export controls modeled on America’s extraterritorial tech rules—and licenses required even for products containing trace China-origin inputs—Beijing has shifted the fight upstream, where a few chemical steps
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