The People’s Republic of China is demonstrating yet another reason why the United States—and Western Civilization nations generally—must revamp our supply chains to remove them entirely from the PRC. The PRC has resumed shipments of certain rare earth-based components critical to national defense and to the weapons systems implementing our defense capabilities. That resumption, though, comes with the PRC government’s strict control over the licensing requirements for export of those components.

Neha Mukherjee, a rare-earths analyst at Benchmark Mineral Intelligence:

It’s basically like a tap. They can decide when to export and when to not, and the control is in their hands, completely[.]

The control is in their hands, completely, not just through that absolute control of the required licenses, but more importantly because the PRC

mines around two-thirds of global rare-earth minerals and processes about 90% of the world’s supply.

That’s what needs to change. We need to develop our own sources of rare earth ores (we have lots, as do most western nations), develop our own processing capabilities, and develop our own alternatives to rare earth centric magnets for our systems along with alternative forms of magnets, even alternatives to magnets altogether.

The news writers of the WSJ article at the link profess a lack of understanding of the PRC’s shift.

The reason for the recent granting of export licenses couldn’t be determined.

The reason is self-evident. It’s nothing more than the PRC telling us and the rest of the West, in no uncertain terms, that they can cut us off entirely, or they can export these things freely—depending on how “friendly” we are to it, how much we comport our activities to its wishes.

The rearrangement of our supply chains will cost us several pretty pennies, but even at that, it will be far cheaper than being controlled by an enemy nation because we cannot defend ourselves.