Built in America, Blocked by China: China’s Rare Earth Trap!

Built in America, Blocked by China: China’s Rare Earth Trap!

America outsourced the dirty work. China kept the leverage. Now they are using it.

China didn’t ban rare-earth exports. They did something smarter. They made the whole world file paperwork and wait. Under Announcement No. 61, if your product has even 0.1% Chinese-origin rare-earths—or ever touched Chinese magnet tech—you now need a license. Doesn’t matter where you built it. Doesn’t matter where it’s going. If it spins, moves, flies, or thinks, China now gets a vote.

This episode dives deep into how China turned a dull-sounding mineral policy into a global chokehold on America’s EVs, AI servers, fighter jets, and clean energy dreams. We break down the consequences, the timeline, and the trapdoor that’s been slowly closing for 20 years.

You’ll see how magnets became weapons, how U.S. industry let it happen, and what levers we still have—if we stop tweeting and start building. This isn’t trade. This is soft war in supply chain form.

Watch to understand why one microscopic trace of Chinese metal could now reroute entire industries. And why America must move fast—or get used to asking permission to manufacture its own future.

What you’ll gain from this video: clarity, urgency, and a no-BS understanding of the stakes. Whether you’re in defense, tech, energy, policy, or manufacturing—this is a wake-up call.

Timestamps:
00:00:00 Introduction to Rare Earth Magnet Geopolitics
00:00:33 China’s Announcement No. 61
00:01:15 Implications and Timeline
00:01:53 The Rise of China’s Rare Earth Control
00:02:31 Strategic Leverage
00:02:57 Supply Chain Meltdown Scenario
00:03:33 Impact Across Sectors
00:03:59 Magnets as Tendons
00:04:07 Chess, Not Anger
00:04:20 Economic Warfare
00:04:30 Stockpile and Allocate
00:04:47 Build a Clean Supply Chain
00:05:09 Call in the Allies
00:05:23 Minerals Security Partnership
00:05:38 Retaliate Smartly
00:05:55 Fix Permitting
00:06:17 Public-Private Moonshot
00:06:42 Urgency and Independence
00:07:01 Signing Off

Twitter: @JohnLincolnUSA
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I would highly recommend that you watch this playlist of shorts for deeper insights on this topic:

https://youtube.com/playlist?list=PLc1q_0d_XDiITj6d8PFgYCi5SLSyZrYKB&si=JxlT3Hd5c1JgvRuv

This playlist has been carefully curated by John Lincoln and features a series of insightful videos on the intricacies of global geopolitics:

https://youtube.com/playlist?list=PLc1q_0d_XDiI-rvA7qbI0zBFA6NpUg33Z&si=zwB-S3_JbY_yauJ6

The following videos are highly recommended for your viewing. They give you a sampling of the unique issues, ideas and insights that are being discussed in this channel:

https://youtu.be/-oX2qv-7gMs?si=lAf74bZ0qqLyjELi

https://youtu.be/bjNjzELQgGY?si=hWgHWH35O9t3OpYr

https://youtu.be/R8qOQ9GWv2U?si=i4phkE_37PrrV_6K

https://youtu.be/dezLPTDXopk?si=GKcHZFo6BTfcghiw

https://youtu.be/hDKS7PLLtUg?si=HIhoCoa9UDTv7JiN

https://youtu.be/g-VwiCMjpZI?si=C2GrTYf0tFIuzqdr

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