Trade Weaponisation: REEs as the New Tariff Front in the U.S.–China Rivalry
In the early 2000s, trade wars were fought over steel, textiles, and semiconductors. In 2025, the battlefield has shifted to something far more elemental — the rare earth elements (REEs) that power everything from smartphones to fighter jets. As rare earth elements (REEs) become central to next-generation technologies, China and the U.S. are turning these […]
Supply Chain Shock 2.0: Why Tariffs on REEs Could Disrupt Tech and Defense
History tells us that the world economy can be shaken not only by wars or pandemics but by something as simple as restrictions on critical resources. Oil shocks defined the 1970s. Semiconductor shortages rattled the 2020s. Now, as of late 2025, rare earth elements (REEs) are emerging as the flashpoint of what many are calling […]