PAIN OR GAIN? US MOVES TO DECOUPLE ITS DEFENCE INDUSTRY FROM CHINA’S RARE EARTHS

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.

News - South China Morning Post reports that 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.

The report adds: 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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