đ¨ THE US DEPENDS ON CHINA FOR CRITICAL MINERALS
Energy transition, Defense, Tech.
⢠100% import reliant on 12 minerals
⢠95%+ rare earths
⢠83% antimony from #China
⢠100% gallium + graphite
⢠50%+ nickel, magnesium, germanium
China is the primary supplier across key inputs.
Why it matters:
⢠EVs need lithium, graphite
⢠Solar needs tellurium
⢠Chips need gallium, germanium
⢠Defense needs rare earths
This is leverage!
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