South China Morning Post — Economy

Could China’s Rare Earth Supplies Dictate How Long US Strikes on Iran Go On?

The United States imports roughly 71% of its rare earth elements from China, a dependency that underpins many of its military platforms. As Washington conducts airstrikes against Iran, Beijing’s control over these critical materials gives it strategic leverage over the conflict’s duration. The leverage coincides with the upcoming Trump‑Xi summit, where supply‑chain security is expected to be a key agenda item. Analysts warn that without diversification, the U.S. could face operational constraints if China chooses to restrict exports.