🇨🇳🇺🇸China's rare metal restrictions: a NAIL IN THE COFFIN for US military industry?
China’s sanctions on Lockheed Martin and Raytheon, plus new restrictions on rare earths and dual-use tech, are seriously disrupting US supply chains dependent on Chinese resources, says analyst Angelo Giuliano.
Giuliano predicts that these restrictions will cause defense production costs to soar, delaying advanced equipment like aircraft and missiles. The US isn’t ready to ditch China as a trade partner in this crucial sector.
🤔 Temporary dislocation? 🌍
Ex-DoD analyst Michael Maloof believes China’s move will cause a “temporary dislocation,” but the US will likely seek alternatives in Latin America, Ukraine, or even Russia before ramping up domestic mining. The fix won’t be quick.
✅Scandium: aerospace woes ✈️
Scandium is essential for aluminum alloys in aviation and rocketry. Restrictions on this rare metal could hit US aerospace hard, as it's key for "extreme strength and low weight," says rare earths expert Ruslan Dimukhamedov.
✅Dysprosium: hot stuff 🔥
Dysprosium is needed for heat-resistant neodymium magnets. Without it, critical defense tech like missiles would face overheating issues. A major concern for defense and tech industries.
✅Samarium: defense needs 🛡
Samarium’s temperature-resistant magnets are used in missile guidance systems and oil wells. Losing access could compromise defense tech, aerospace, and energy sectors.
✅Gadolinium: avoid nuclear crisis ☢️
Gadolinium plays a critical role in nuclear reactors, improving uranium burn-up and lifespan. Restrictions on gadolinium could hit the US’s civilian nuclear sector hard.
✅Terbium: lighting the way 💡
Terbium is key for lighting applications like spotlights and displays. A slow down in production would impact the defense and tech industries.
✅Yttrium: aerospace advantage 🚀
Yttrium is used in aerospace ceramics and heat protection. Losing access could ground key projects like aircraft engines and space tech.
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