The U.S. Wants to END Its Dependence on CHINA and Has a PLAN: The PAX SILICA @Visualpolitiken

Why It Matters

Pax Silica aims to safeguard U.S. technological leadership by diversifying essential supply chains, limiting China’s ability to weaponize critical minerals and components.

Key Takeaways

• China dominates rare earths, lithium, graphite, cobalt, steel, solar, batteries.
• U.S. launched Pax Silica to build China‑free tech supply chain.
• Six founding members include Australia, Israel, Japan, South Korea, Singapore, UK.
• New members like India, Philippines, Finland, Sweden, UAE expand mineral base.
• Gaps remain in Taiwan’s advanced chips and Netherlands’ lithography tools.

Summary

The video outlines Washington’s Pax Silica initiative, a strategic effort to untangle the United States from China’s overwhelming grip on critical minerals, components and manufacturing that power modern technology. By assembling a coalition of like‑minded nations, the U.S. hopes to secure a parallel supply chain for everything from rare‑earths to advanced semiconductors.

China currently refines roughly 90% of rare earths, 65% of lithium, 75% of graphite, 68% of cobalt, produces over half of global steel, and dominates more than 80% of the solar‑module value chain. Its control extends to batteries, maritime logistics and shipbuilding, giving it de‑facto leverage over the world’s tech ecosystem. Pax Silica, launched in December 2025, initially gathered Australia, Israel, Japan, South Korea, Singapore and the United Kingdom, with later additions such as India, the Philippines, Finland, Sweden and the UAE to cover mineral extraction, chemicals, memory, logistics and standards.

The video highlights India’s untapped rare‑earth reserves (5‑8% of global deposits) and its partnership with Australia to supply the first link of the chain, while Japan provides advanced lithography chemicals and wafer production. South Korea’s dominance in high‑bandwidth memory, Singapore’s integrated chip‑making and data‑center hub, the UK’s ARM architecture, and Israel’s AI‑defense expertise illustrate the breadth of the coalition. A U.S. “Project Vault” stockpile of critical minerals, valued at $12 billion, further underlines the plan’s depth.

If successful, Pax Silica could reshape global tech geopolitics, reducing Washington’s vulnerability to Beijing’s political leverage and fostering a resilient, diversified supply network. However, critical gaps remain in Taiwan’s cutting‑edge chip fabs and the Netherlands’ ASML lithography machines, leaving the coalition dependent on two non‑signatory powerhouses for the most advanced semiconductor nodes.

Original Description

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