Trump's rare-earth deal with Japan is mere theater, light on enforceable specifics, while Beijing tightens its grip on 90% of global processing. Signed ahead of high-stakes China talks, it risks provoking trade wars and ignoring domestic mining hurdles, such as by permitting delays. This posturing burdens allies without addressing U.S. vulnerabilities.
ThereTrump's arare-earth 50deal with Japan is mere theater, light on enforceable specifics, while Beijing tightens its grip on 90% chanceof thatglobal China'sprocessing. shareSigned ahead of rarehigh-stakes earthChina productiontalks, willit berisks 51.5%provoking intrade 2030wars and ignoring domestic mining hurdles, accordingsuch toas theby Metaculuspermitting predictiondelays. communityThis posturing burdens allies without addressing U.S. vulnerabilities.
Trump'sThis rare-earthlandmark dealframework agreement with Japan ison merecritical theater,minerals lightand onrare enforceableearths specifics,counters whileChina's Beijingexport tightenscontrols itsthat gripthreaten onU.S. 90%tech ofand globaldefense processingindustries. SignedThis aheaddeal ofboosts high-stakes China talksmining, itprocessing risksand provokinginvestment, tradefosters warsdiversified andsupply ignoringchains domesticfor mining hurdlesEVs, suchrenewables asand byelectronics, permittingand delays.heralds Thisa posturing"new burdensgolden alliesage" withoutof addressing U.S..-Japan vulnerabilitiesties, enhancing economic resilience.
There's a 50% chance that China's share of rare earth production will be at least 51.5% in 2030, according to the Metaculus prediction community.
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