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Dollar value is not the point. For the US MIC this matters a lot. There are not really any ready replacements for some vital weapons components at a time when US weapons stockpiles have been heavily depleted.


If we really needed them they'd cut through the red tape and mine them here, clean water act, screeching idiots, NIMBYs, everything else be damned.


So, we’ll pay more and still get them. You think China is the only one that can game the system?

Who’s got the money?


The usual solutions - money and violence - are not applicable here. China doesn't need the money and can't be bullied. Sources other than China are not going to cut it in the short and mid term. This is a geopolitical nightmare for the US and deserves more media attention.


There is a new facility coming online from MP Materials (see https://fortworthreport.org/mp-materials-awarded-58-5-millio...) later this year that serves dual purpose customers (GM and the US gov)




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