Restricting rare-earth exports has left the United States desperate, China has another big trick, lithium batteries are banned from selling to the United States, the former U.S. National Security Commission: "China has entered the high-level chess office."
Former director of China affairs of the National Security Council of the United States Lisa Tobin said in truth: "We are still playing ordinary chess, and China has entered the high-ranking chess."
The rare earth export restrictions listed earlier have caused headaches for the United States. You know, more than 80% of the refined rare earths in the United States are imported from China. Three-quarters of the Pentagon's weapons systems, from F-35 fighter aircraft avionics equipment to missile guidance systems, are inseparable from China's rare earth elements such as neodymium and dysprosium.
Even harder is the "long arm jurisdiction" in the new rules, which includes Chinese technology or raw materials of more than 0.1% of foreign rare earth re-export must be allowed, want to rely on third countries to circumvent.
Although the United States wants to build a local supply chain, experts say that it will take at least 5 to 15 years, which is far from quenching its thirst.
The rare earth thing hasn't slowed down yet, and the lithium battery has given it again.
China has announced export controls on high-performance lithium batteries and production equipment and positive-negative materials from November 8.
This is no small matter. 65% of lithium batteries used for grid-level energy storage in the United States come from China. However, AI data centers and new energy vehicles, which are key development areas in the United States, cannot be played without energy storage batteries.
More importantly, 96% of the world's cathode materials and 85% of the cathode material production capacity are in China's hands. Even Tesla's battery director in Nevada admitted that many battery factories in the southeastern United States will be greatly affected.
Let's put it this way, China plays its cards correctly because it holds the initiative in the industrial chain. From rare earth smelting to lithium battery manufacturing, China has long formed a closed loop of technology, while the United States has just lost the chain in midstream manufacturing.
They introduced the Inflation Reduction Act to find allies to build alliances, but it cannot replace them in the short term.
Trump's angry threats to increase tariffs, as a result of the US stock evaporated $ 1.65 trillion a day, Tesla, FluenceEnergy and the stock price of these companies followed by a sharp drop, and the market voted to explain the problem.
China's Ministry of Commerce has also said that it is not a ban on exports, compliance applications will be approved, which is actually the wisdom of "carrot bigger bars".
After all, the medicines and biotechnologies are still in the hand, and Lisa Tobin's "high-level chess" is probably the bottom line of this long-term layout.
The United States has become accustomed to using technical cards to the neck of others, and now faces the real problem in the supply chain, only to understand how passive dependency is.
Of course, all the above are personal opinions. If you have any different opinions on this, you can leave a message in the comment section to discuss!!!
(Reference: “China still leaves behind the tricks, the United States is powerless” Observer Network 2025-10-12)
Former director of China affairs of the National Security Council of the United States Lisa Tobin said in truth: "We are still playing ordinary chess, and China has entered the high-ranking chess."
The rare earth export restrictions listed earlier have caused headaches for the United States. You know, more than 80% of the refined rare earths in the United States are imported from China. Three-quarters of the Pentagon's weapons systems, from F-35 fighter aircraft avionics equipment to missile guidance systems, are inseparable from China's rare earth elements such as neodymium and dysprosium.
Even harder is the "long arm jurisdiction" in the new rules, which includes Chinese technology or raw materials of more than 0.1% of foreign rare earth re-export must be allowed, want to rely on third countries to circumvent.
Although the United States wants to build a local supply chain, experts say that it will take at least 5 to 15 years, which is far from quenching its thirst.
The rare earth thing hasn't slowed down yet, and the lithium battery has given it again.
China has announced export controls on high-performance lithium batteries and production equipment and positive-negative materials from November 8.
This is no small matter. 65% of lithium batteries used for grid-level energy storage in the United States come from China. However, AI data centers and new energy vehicles, which are key development areas in the United States, cannot be played without energy storage batteries.
More importantly, 96% of the world's cathode materials and 85% of the cathode material production capacity are in China's hands. Even Tesla's battery director in Nevada admitted that many battery factories in the southeastern United States will be greatly affected.
Let's put it this way, China plays its cards correctly because it holds the initiative in the industrial chain. From rare earth smelting to lithium battery manufacturing, China has long formed a closed loop of technology, while the United States has just lost the chain in midstream manufacturing.
They introduced the Inflation Reduction Act to find allies to build alliances, but it cannot replace them in the short term.
Trump's angry threats to increase tariffs, as a result of the US stock evaporated $ 1.65 trillion a day, Tesla, FluenceEnergy and the stock price of these companies followed by a sharp drop, and the market voted to explain the problem.
China's Ministry of Commerce has also said that it is not a ban on exports, compliance applications will be approved, which is actually the wisdom of "carrot bigger bars".
After all, the medicines and biotechnologies are still in the hand, and Lisa Tobin's "high-level chess" is probably the bottom line of this long-term layout.
The United States has become accustomed to using technical cards to the neck of others, and now faces the real problem in the supply chain, only to understand how passive dependency is.
Of course, all the above are personal opinions. If you have any different opinions on this, you can leave a message in the comment section to discuss!!!
(Reference: “China still leaves behind the tricks, the United States is powerless” Observer Network 2025-10-12)