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Panic and production cuts at Pentagon suppliers as China tightens exports
Forever wars in the Middle East, and now in Ukraine, have drained NATO arsenals.
But while the US and NATO countries have made giant pledges to boost defense spending, China's export bans on critical materials are blowing up supply chains for Pentagon weapons makers.
Closing scene, Kunming, Yunnan
Resources and links:
Wall Street Journal, China Is Still Choking Exports of Rare Earths Despite Pact With U.S.
https://www.wsj.com/world/china/china-rare-earths-exports-2fd0dab4
Wall Street Journal, China Is Choking Supply of Critical Minerals to Western Defense Companies
https://www.wsj.com/world/asia/china-western-defense-industry-critical-minerals-3971ec51
Zerohedge, China's Grip On Critical Minerals Disrupts U.S. Defense Supply Chain
https://www.zerohedge.com/military/chinas-grip-critical-minerals-disrupts-us-defense-supply-chain
78% of US military weapon systems vulnerable to China’s critical mineral dominance
Nearly one in 10 ‘Tier 1’ subcontractors to defense primes are Chinese firms: Report
China Adds 28 U.S. Defense Companies to Export Controls List
https://www.thomasnet.com/insights/china-us-defense-companies-export-controls/
Defence expenditures and NATO’s 5% commitment
https://www.nato.int/cps/en/natohq/topics_49198.htm
Antimony Is A Strategic Metal That Is Critical For The Defense Industry & The West Doesn't Have Much
https://robertsinn.substack.com/antimony-is-a-strategic-met
Mirrored - Inside China Business
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