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Rare Earth Truce: Critical Metals Corp Challenges China's Supply Dominance

US-China rare earth truce delays export controls for one year. Critical Metals Corp's Tanbreez project offers Western alternative to break China's 90% market dominance in essential tech minerals.

The fragile U.S.-China agreement on rare earth elements represents a critical moment for global technology and energy security. Rare earths are essential components in everything from electric vehicles and wind turbines to smartphones and advanced military systems, making them foundational to both the green energy transition and national security. China's near-monopoly control of these resources gives it significant geopolitical leverage, as demonstrated by past embargoes against Japan and recent export restrictions targeting U.S. defense supply chains. The development of alternative sources like Critical Metals Corp's Tanbreez project in Greenland represents more than just business opportunity—it's about securing the materials needed for Western technological independence, economic stability, and defense capabilities. Without diversified supply chains, the entire transition to renewable energy and maintenance of technological leadership remains vulnerable to geopolitical pressure and supply disruptions that could stall economic growth and compromise national security.