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Pain or gain? US moves to decouple its defence industry from China’s rare earths

South China Morning Post · 1. kolovoza 2026. · Scrapirano prije 21d
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A recent US executive order requires major arms manufacturers to trace their multi-tier supply chains and actively phase out Chinese rare earths, aiming to end years of reliance on cheap minerals from China. Far from a radical policy shift, industry observers view the directive as a long-overdue enforcement crackdown designed to inflict short-term contractor pain for long-term national security gain. While contractors face immediate hurdles to requalify suppliers and find non-Chinese...

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