đš U.S. ALLIES PANIC OVER RARE EARTH SUPPLY AS CHINA REFINES 87% WHAT IT MEANS FOR CRYPTO đ
đ The U.S. and key allies just held high level talks in Washington because China controls a huge part of the rare earth supply chain, refining up to 87% of global rare earth materials.
âïž Why rare earths matter
Rare earth minerals are essential for
âą semiconductors
âą defense tech
âą EV batteries
âą solar and wind infrastructure
âą high performance electronics
đŠ What the meeting was about
Officials discussed ways to reduce dependence on China by
âą building alternative supply chains
âą cooperation with countries like Australia, Canada, India, South Korea
âą even ideas like a price floor to support non Chinese producers
đ» So what does this mean for crypto
Crypto is indirectly affected because mining and hardware rely on the same global supply chains
If rare earth shortages or restrictions increase
â
hardware costs can rise
â
supply can tighten
â
mining / GPU infrastructure can become more expensive
â ïž The bigger picture
This shows the next global battleground isnât only oil Itâs critical minerals and that could impact tech, AI, and crypto infrastructure in the same cycle.