China is cutting off rare earth mineral supplies to Western militaries, disrupting critical defense production. The Wall Street Journal reported, “China has tightened export controls on rare earth minerals used in Western defense systems, raising concerns about supply chain security.”
https://www.wsj.com/world/asia/china-rare-earth-export-controls-8e9c82c1
China controls more than 90% of the world’s rare earth minerals and has long used that dominance strategically. Beijing’s new restrictions particularly target minerals vital for missiles, drones, and other military tech.
https://www.wsj.com/world/asia/china-rare-earth-export-controls-8e9c82c1
Western defense firms now face delays and higher costs. Some companies must provide sensitive information to Chinese suppliers just to keep shipments flowing. The US is pushing domestic mining and production projects but these efforts are still years away from full scale.
https://www.defensenews.com/industry/2025/08/01/rare-earth-shortages-threaten-us-defense-supply-chains/
China’s move was expected. It fits the broader plan to control key resources and limit Western military power. The US and allies must find new sources quickly or risk critical supply gaps.