China’s dominance of the rare-earth mineral supply chain gives Beijing a powerful tool of economic coercion against rival states. Vital rare-earth minerals like cobalt, copper, lithium, and graphite are crucial inputs for products used in daily life and in national defense. These include electric vehicles, solar panels, military aircraft, and semiconductors. Ensuring control over the supply chains of these critical minerals is becoming a key aspect of geopolitical rivalry. 

Much of this competition is focused on Africa, which holds about 30 percent of the world’s mineral reserves. China has already secured dominant positions in essential parts of these supply chains, recognizing the strategic importance of controlling access to these critical resources. 

China produces nearly 70 percent of the world’s rare earth minerals, and has reinforced this position through deliberate efforts to control every stage of the critical mineral supply chain. This process begins long before extraction, with Chinese banks and engineering firms securing involvement. Beijing then extends that control to the project’s end, pairing ownership of mines with ownership of the railways, roads, and ports through which these materials move. The result is a supply system in which China extracts, refines, and exports minerals from Africa which ensures that, in many cases, raw materials move on Chinese terms. 

China’s dominance in the rare earth mineral trade stems from its strategic approach to mineral supply chains, not just profit. This allows Beijing to maintain long-term control of mines during economic downturns. This is a luxury that profit-driven Western competitors do not have. Chinese firms enter the market fully prepared and offers financing, workforce, equipment, and logistics that often gain significant control over project execution from the start. This strategy has helped Beijing achieve “processing dominance,” meaning control over the refining system to the point that winning a mining contract in Africa does not ensure independence from Chinese supply chains. Although China produces only about 10 percent of the world’s lithium, cobalt, and copper, it controls roughly 40-90 percent of the refining capacity for these materials. Therefore, a Western company extracting ore in sub-Saharan Africa has not truly succeeded if the ore must be processed through a Chinese refinery. For the United States, this distinction has far-reaching consequences beyond market competition. 

The U.S. is highly exposed to supply chain disruption risks because critical minerals have uses that extend far beyond consumer products. They are key components of systems essential to national defense, including F-35 fighter jets, Virginia- and Columbia-class submarines, Tomahawk missiles, radar systems, Predator unmanned aerial vehicles, and more. The U.S. maintains only one domestic rare earth mine, possesses minimal refining infrastructure, and relies on China for 70% of rare earth imports. Expanding domestic mining and refining capacity requires significant capital investment and highly specialized expertise, limiting the speed at which domestic production can realistically offset exposure risks. The result is a situation in which the U.S. defense industrial base is significantly dependent on a strategic adversary for materials it cannot easily replace, and which are essential to the production and sustainment of advanced military capabilities. 

The risks of relying on a strategic adversary like China for materials vital to American national security are clearly shown by the China–Japan Rare Earths dispute of 2010. In September 2010, a Chinese fishing boat collided with two Japanese Coast Guard ships in the East China Sea, leading to the arrest and detention of the boat’s captain. In reaction, the Chinese government stopped exporting critical minerals to Japan. Tokyo, which depended on Beijing for nearly 90 percent of its rare earth mineral imports, saw prices for these goods rise nearly 10-fold in the year after the incident. Although the United States and Japan are in different positions within global supply chains, Japan’s experience demonstrates the broader strategic dangers that arise when a country becomes heavily dependent on a geopolitical rival for key resources. 

The coercive value of rare earth dominance lies not only in China’s ability to deny access but also in the threat of disruption. Even the possibility of export restrictions can drive price volatility, delay industrial production, complicate defense procurement, and undermine long-term investment planning. Japan’s response to the 2010 dispute reveals that dependency on rare earth elements is not unavoidable. Japan’s proactive approach included investing in recycling technologies, developing alternative materials, diversifying supply chains through overseas mining projects in Australia and other countries, and building stockpiles to secure reserves. As a result, Tokyo reduced its reliance on Chinese rare earths by about 30 percent, demonstrating that policy actions can yield tangible results. More broadly, Japan’s experience underscores a key truth of modern strategic competition: dependence on an adversary for vital materials can create vulnerabilities that go beyond economics. Washington and its partners should take notice. 

Holden Johansen is an independent researcher focused on geopolitical security risks. He holds a B.A. in Political Science from Miami University and completed coursework in European Politics and Security at the Danish Institute for Study Abroad in Copenhagen. The views expressed in this article are the author’s own. 

China’s Critical Mineral Strategy and the Structure of Strategic Competition was originally published on Global Security Review.

Washington’s Return to Central Asia

 For the past two decades, Central Asia—comprising Uzbekistan, Kazakhstan, Tajikistan, Turkmenistan, and Kyrgyzstan—has largely remained on the margins of U.S. foreign policy. After the withdrawal from Afghanistan, Washington viewed the region not as a battlefield, but as a quiet buffer zone separating Russia, China, and Iran. That perception, however, is changing. The war in Ukraine, the growing convergence between Moscow and Beijing, and the reemergence of ‘bloc politics’ have convinced U.S. strategists that the stability of this region will shape not only Eurasia’s future, but also the architecture of the emerging world order.

This renewed engagement can be seen as a redefinition of the C5+1 initiative that began under the Biden administration but is now being pursued under Trump with a distinctly economic and commercial tone. The difference lies in emphasis: rather than promoting liberal values, Washington’s new approach prioritizes industrial cooperation, transit corridors, and competition over critical mineral resources.

Washington no longer relies on hard containment. Instead, it is adopting what American policy circles call ‘smart containment’: a strategy of weaving economic, technological, and logistical interdependence that constrains Russian and Chinese influence without a military presence. Central Asia can become a strategic lever for Washington by positioning itself against Russia through reducing export routes dependent on Moscow and reshaping energy transport networks. For China, Central Asia can compete in the extraction and processing of vital minerals, which are the backbone of batteries, clean energy, and advanced technologies.

 Uzbekistan and Kazakhstan: Washington’s two Strategic Anchors

The United States engages Central Asia through two key partners: Kazakhstan, the region’s largest economy and the world’s main uranium producer, has become increasingly attractive to the Trump administration, and Uzbekistan, with its central location and sizable population. Investments by major U.S. companies like GE, Wabtec, and Microsoft represent more than industrial partnerships. They are part of Washington’s broader efforts to build non-Chinese supply chains, integrating the region into networks that bypass Beijing’s Belt and Road Initiative (BRI).

However, unlike in the 1990s and early 2000s, the Central Asian republics are now seeking to act independently. Kazakhstan, for instance, blocked the deployment of Wagner Group forces near its borders in 2023 and declined to deepen its participation in the Eurasian Economic Union. Uzbekistan, for its part, has introduced new foreign investment reforms designed to limit its dependence on China. The region’s leaders have now learned that diversification, not dependence, is the true safeguard of sovereignty and survival in an increasingly competitive Eurasian landscape.

Trump’s recent summit with Central Asian leaders carried significant political weight.  Kazakhstan’s willingness to join the Abraham Accords marks the first formal linkage between the Middle East and the Eurasian security architectures. Further, Kazakhstan recently signed a $4.2 billion deal with U.S. Company Wabtec Corporation to supply 300 locomotives over the next decade. Central Asia holds vast reserves of strategic minerals such as lithium, copper, and uranium that the U.S. can capitalize on.

Washington at a Crossroads: Containment or Partnership

Central Asia’s renewed importance for the United States stems from its position at the intersection of three major global trends: competition for vital resources, the restructuring of supply chains, and the emergence of a multipolar world order. This realization has prompted Washington to return to the heart of Eurasia after two decades of relative disengagement. Still, Washington will have to decide on a long-term strategy for diplomacy in Central Asia.

Today, Washington faces a choice between two approaches in Central Asia. The first is a containment-oriented strategy, viewing Central Asia primarily as a tool to counter China and Russia. The second is a partnership-oriented approach, focusing on infrastructure, technology, and sustainable development, which could help transform Central Asia into a genuine partner in the emerging global order.

Kazakhstan’s multi-alignment strategy, Turkmenistan’s neutrality, and Uzbekistan’s pragmatic approach signal efforts to navigate between competing powers. If these dynamics are guided by a cooperative mindset, Central Asia could transform from a backyard of disparate states to a bridge between major powers. However, if the competition continues under a zero-sum logic, the history of Cold War competition risks repeating itself in a new guise.

By embracing a cooperative strategy that recognizes the region’s strategic autonomy and prioritizes economic diversification and technological cooperation, Washington could move beyond the traditional containment mindset. In doing so, it could play a constructive role in shaping a new Eurasian order grounded in soft power, connectivity, and multilateral cooperation.

Ziaulhaq Tanin is a university lecturer and researcher. Views expressed are the author’s own.

Why Central Asia Matters to the United States Again was originally published on Global Security Review.