Aclara Assets CEO Ramón Barúa Costa addresses how his firm is becoming a member of the U.S.’ push for uncommon earth independence from China on ‘The Claman Countdown.’
Name it “The Artwork of the Uncommon Earth Deal.” President Trump has launched into daring new uncommon earths diplomacy to cut back China’s international dominance within the uncommon earth provide chain wanted to energy industries worldwide. And to do it, Trump is transferring to strike uncommon earth gold in a brand new international mineral blitz to outflank Beijing, with new offers from Asia to Australia.
Uncommon earths are the inspiration supplies for a lot of contemporary expertise and protection techniques. With out these parts, manufacturing of EVs, iPhones, F-35 fighter jets, and even MRI machines would stall.
The Arleigh Burke-class guided-missile destroyer USS Barry launches a Tomahawk cruise missile from the ships bow. Barry is at the moment supporting Joint Job Pressure Odyssey Daybreak. (U.S. Navy picture by Lt.j.g. Monika Hess / DVIDS)
For protection, they’re used for precision-guided missiles, radar, jet engines, satellites, drones and night-vision techniques. For customers, smartphones, flat-screens, onerous drives, lasers.
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Michael Grabinski, two weeks outdated is slid right into a MRI machine Dr. David Brumbaugh at The Youngsters’s Hospital in Aurora, Colo. Aug. 23, 2010 throughout a analysis research on weight problems in infants. The general theme of the research is to grasp the continuum of (Rick Wilking/Reuters / Reuters)
For the medical sector and factories, they’re wanted for MRI distinction brokers and catalytic converters. For clear power, they’re wanted for electric-vehicle motors, wind-turbine magnets.
Every EV motor wants about 1 kg of neodymium magnets.
Drivers cost their Teslas in Fountain Valley, Calif., on Wednesday, March 20, 2024. (Jeff Gritchen/MediaNews Group/Orange County Register by way of Getty Pictures / Getty Pictures)
China at the moment controls 60–70% of rare-earth mining and over 85–90% of worldwide refining capability. This offers Beijing large leverage over provide chains, particularly since refining uncommon earths entails poisonous waste and sophisticated chemistry that many international locations outsourced to China a long time in the past.
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However China has threatened and applied tighter export controls on rare-earth parts and associated supplies, utilizing them as leverage in commerce and geopolitical negotiations.
As a result of these minerals are so essential, export controls or bans (like China’s in 2025) can cripple industries within the U.S., Japan, or Europe.
So what did President Trump and his staff do? A minimum of 4 main offers with Australia, Japan, plus in Southeast Asia. Plus President Trump is getting the EU, and allies to diversify their uncommon earth provide chains with Australia, Canada, and Southeast Asia.
US President Donald Trump, proper, and Anthony Albanese, Australia’s prime minister, throughout a gathering within the Cupboard Room of the White Home in Washington, D.C., U.S., on Monday, Oct. 20, 2025. Trump says the AUKUS pact between the U.S., Australia and (Yuri Gripas/Abaca/Bloomberg by way of Getty Pictures / Getty Pictures)
Simply this month, President Trump signed a take care of Australia and Prime Minister Anthony Albanese for essential minerals and rare-earth provide chains, committing not less than $1 billion every in initiatives value about $8.5 billion. He additionally struck a U.S.–Japan rare-earths minerals partnership with Prime Minister Sanae Takaichi.
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And the President simply signed broader commerce and critical-minerals offers with Southeast Asian nations Thailand, Malaysia, Cambodia, and Vietnam. Plus there are new extraction initiatives in Texas, Canada, and Africa. Plus the EU’s Crucial Uncooked Supplies Act and the U.S. Protection Manufacturing Act are funding home processing.