TRANSCRIPT
Trump didn’t just make a deal, he flipped the global supply chain.
For decades, China dominated 80% of the world’s rare earth processing, the elements that power the modern world. From fighter jets and electric cars to smartphones and AI servers, every system depended on materials refined in Beijing’s orbit.
Then, in the span of 72 hours, that control began to shift. October 24th, Malaysia signs a mineral pact. October 25th, Thailand joins with a processing deal.
October 26th, the framework is revealed.
China blinks.
Behind the headlines of tariffs and trade wars was a strategy years in motion, to move rare earth production away from China and into the hands of US allies like Malaysia, Australia and Cambodia.
Each agreement redrew the map of global technology, one deal at a time.
What the world saw as chaos, unpredictable tweets, sudden tariffs and economic shocks, was in fact a long game to secure America’s technological independence. Every move tightened control of the resources that define power in the 21st century.
That’s not chaos, that’s strategy. The world saw tariffs, he saw tactics. That’s how power sticks.
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