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![esaagar Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::408806531.png) Saagar Enjeti [@esaagar](/creator/twitter/esaagar) on x 486K followers
Created: 2025-04-13 18:52:04 UTC

I knew it was coming but its still bad: China has officially halted shipments of several rare earth minerals to the US specifically used as inputs for cars, semiconductors, and aerospace companies

US co's have basically zero stockpiles because of balance sheet concerns

![](https://pbs.twimg.com/media/Gob8T7cXsAAn9tM.png)

XXXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1911492599048974534/c:line.svg)

**Related Topics**
[balance sheet](/topic/balance-sheet)
[cos](/topic/cos)
[china](/topic/china)

[Post Link](https://x.com/esaagar/status/1911492599048974534)