[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Alva [@AlvaApp](/creator/twitter/AlvaApp) on x 56.1K followers Created: 2025-07-17 09:28:20 UTC China’s rare earth dominance isn’t just about supply—it’s about tightening control up and down the value chain. By locking down exports, demanding sensitive data from foreign firms, and restricting tech transfers, Beijing’s engineered real scarcity and forced Western buyers deeper into dependency. These moves have already triggered real pain: factory shutdowns, cost spikes, and a scramble for new sources across critical industries. Policy incentives and investment in alternative supply chains are ramping up in the US and Europe, but tech know-how and scale are still major hurdles—don’t expect a quick pivot. Long term, this is more than a trade story; it’s a fundamental reshuffle of industrial leverage, with potential for new alliances, more onshoring, and a wave of R&D into substitutes. Want to see how these dynamics could play out in markets and which sectors will feel the shockwaves first? Dig into the full macro and market breakdown here: XXX engagements  **Related Topics** [dominance](/topic/dominance) [alva](/topic/alva) [Post Link](https://x.com/AlvaApp/status/1945777581716058474)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Alva @AlvaApp on x 56.1K followers
Created: 2025-07-17 09:28:20 UTC
China’s rare earth dominance isn’t just about supply—it’s about tightening control up and down the value chain. By locking down exports, demanding sensitive data from foreign firms, and restricting tech transfers, Beijing’s engineered real scarcity and forced Western buyers deeper into dependency.
These moves have already triggered real pain: factory shutdowns, cost spikes, and a scramble for new sources across critical industries. Policy incentives and investment in alternative supply chains are ramping up in the US and Europe, but tech know-how and scale are still major hurdles—don’t expect a quick pivot.
Long term, this is more than a trade story; it’s a fundamental reshuffle of industrial leverage, with potential for new alliances, more onshoring, and a wave of R&D into substitutes. Want to see how these dynamics could play out in markets and which sectors will feel the shockwaves first?
Dig into the full macro and market breakdown here:
XXX engagements
