China’s strict control over rare earth minerals, particularly samarium, poses significant military challenges for the United States, which has struggled for over a decade to find alternative sources for these critical materials used in defense equipment like missiles and fighter jets. Recent export restrictions by China, aimed at protecting national security, complicate efforts for the US and its allies to replenish their military stockpiles, especially in light of increased demands due to conflicts in Ukraine and Gaza. Despite ongoing trade discussions, analysts believe China is unlikely to relax its export licensing regime, leaving the US heavily dependent on Chinese supplies.
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US-China trade war: How India turned into America's new iPhone factory; & why tariff threat may not stop it
Apple's manufacturing partner Foxconn has shifted its focus to India, exporting 97% of its iPhone shipments to the US amid Trump's trade war with China, with shipments surpassing $4.4 billion in early 2025. Despite Trump's threats of 25% tariffs on Indian-made iPhones, Apple continues to expand its Indian operations, with expectations that Indian production will account for 25-30% of global shipments by 2025. More Context
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