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Jun 24, 2026

The Race America Can't Afford To Lose

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The Race America Can’t Afford To Lose

OPINION UK's First Low-emission Lithium Hydroxide Demonstration Plant Opens In Cornwall

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Daily Caller News Foundation logo Timothy Maney Contributor June 20, 2026 10:12 AM ET June 20, 2026 10:12 AM ET Timothy Maney Contributor Font Size:

As G7 leaders met to discuss critical minerals, the negotiations exposed a difficult but unavoidable reality. Rebuilding supply chains outside of China will require significant investment, coordination, leadership and political will.

A few months ago, Vice President J.D. Vance announced a bold framework to strengthen Western production and processing of strategic minerals and said that “the global market is failing.” Recently, our allies have raised concerns about the cost of the administration’s initiative, governance structures and the prospect of government intervention in mineral markets. (RELATED: The Harsh Reality Everyone’s Missing About Massive Lithium Find In Appalachia)

The real question facing the G7 and our allies is not whether there will be costs associated with building alternative supply chains it is whether the costs of continued dependence on China are greater. The Trump administration deserves credit for recognizing that critical minerals are not merely commodities but strategic assets.

While allies may disagree on implementation, pricing mechanisms, or governance models, success should be measured by whether the West can build a resilient and competitive critical minerals ecosystem capable of reducing dependence on China and strengthening the collective industrial base of the democratic world.

For years, Beijing has pursued a deliberate national strategy to secure control over critical minerals. (RELATED: The Harsh Truth About China’s Critical Mineral Stranglehold)

Through state subsidies, market intervention, below-market pricing, strategic acquisitions and investments throughout Africa, Latin America, and Asia, China has built a commanding position not only in mining but, more importantly, in processing and refining. Today, China controls a vast majority of the global rare earth processing capacity and holds considerable influence over numerous strategic mineral markets.

Western manufacturers, defense contractors, and technology companies increasingly rely upon supply chains that can be disrupted by geopolitical tensions or weaponized by Beijing. Recent Chinese export restrictions on gallium, germanium, graphite, antimony, and other strategic materials should serve as a warning. China has shown its willingness to use economic leverage as a geopolitical tool. In May 2026, China’s Ministry of Commerce said, “The Chinese government imposes export controls on rare earths and other critical minerals in accordance with laws and regulations.”

The United States cannot afford to ignore this challenge. That is why the Trump administration’s effort to build a critical minerals partnership among Western allies is exactly the type of strategic leadership this moment requires.

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