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> Following the export controls in 2025, the decision was made in most countries to expand the development of an ExChina supply chain. > This is the crux of the issue.

It's not. I clearly stated that developing an REE supply chain outside of China had to be done a lot earlier.

The crux of the issue is these countries are blaming China for the fragility of the supply chain instead of blaming themselves for their tardiness while thanking China for sending a clear message - "develop your own sheet, we are afraid of running out ourselves".

I'm talking politics 101 but, by default, you're stuck on "blame China" which is how we fail to fix the real problems - they don't come from China.

Not subsidizing REE earlier was a dumb decision, doing it belatedly by way of hostile alliances against the single, long time and rather benevolent supplier is another folly.

Include China in the negotiations, its a simple matter! Too bad the "China bad" attitude is so addictive that it excludes rational thinking.



This is a misquoting of my tiny quote blurb so it is clear that your are discussing this topic in bad faith.

The key demand for India, Japan, Vietnam, South Korea, and other Asian nations adjacent to the PRC is that the PRC negotiate in good faith and frankly, drop demands over Ladakh/Arunachal, Senkaku, Hoang Sa, the Yellow Sea, and other disputes.

This means mutually discussing how to develop an offramp. And as I mentioned elsewhere, Asian states already began building an ExChina supply chain for critical minerals processing and magnet manufacturing in the 2011-17 period.

The issue is the PRC under the current administration has not negotiated from a position of good faith, which has forced all neighboring nations to start building their own supply chains and ecosystems independent of PRC.

The PRC has also been treating the EU in bad faith by undermining the EU as an institution (which I have noted multiple times before with sources) as well as a fairly mainstream view in MOFA affiliated think tanks that the EU will always be subservient to American interests [0] as well as attempting to kidnap European nationals [1] and running disinformation campaigns against European defense exports [2]

This is why there is a global initiative now to build a critical minerals supply chain without China.

[0] - https://fddi.fudan.edu.cn/_t2515/57/f8/c21257a743416/page.ht...

[1] - https://www.lemonde.fr/societe/article/2024/07/02/deux-espio...

[2] - https://www.defense.gouv.fr/desinformation/nos-analyses-froi...




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