Trump snarls "Good people get to this point" cutting off EDA supply and revoking visas in a series of moves; analysts say it's all caused by rare earths.

The trade truce between the United States and China seems to be quickly disintegrating due to the rare earth export dispute, and the United States has recently put pressure on many times, and the global supply chain may face a severe test. (Synopsis: US core PCE hit a four-year low in April!) Inflation cools and confidence recovers, but the Fed sounding board warns of two risks) (Background supplement: The US PCE "inflation heats up" Fed interest rate cut in February may wait for another time, U.S. stocks closed black across the board, and bitcoin risked 84,000) The 90-day trade truce reached by the United States and China in Geneva on May 12 now appears to be on the verge of collapse. According to a joint White House statement, China agreed to reduce tariffs on U.S. imports from 125 percent to 10 percent, while the U.S. reduced tariffs on Chinese imports from 145 percent to 30 percent. U.S. action against China continues However, the ink on the agreement has not yet dried, and the United States has recently taken a series of tough measures against China: The Financial Times reported over the weekend that the United States intends to restrict the sale of software services related to chip designs to Chinese companies U.S. Secretary of State Rubio announced through X that he will revoke Chinese student visas linked to the CPC The New York Times noted that the U.S. Department of Commerce has suspended some of its permission to fly to China (COMAC) Export license for the supply of engine parts and technology US President Trump also expressed strong dissatisfaction with this on the Truth Social platform on the 30th: China ... Perhaps not surprisingly for some, there has been a complete violation of the agreement with us. So the so-called "Mr. Good" ends here! Rare earth dispute: a stumbling block to the trade truce According to foreign media analysis, the main reason for the United States to strengthen pressure again is that the United States explicitly asked China to immediately resume rare earth exports to the United States at the Geneva meeting, but Beijing continued to delay the approval of relevant export licenses. The move has had a material impact on some U.S. automakers, and may even force them to cut or stop production. We know that rare earths are indispensable to modern industry and are widely used in key fields such as electric motor magnets, wind turbines, defense systems and high-tech equipment. Data show that in 2023, the United States will import about 65% of rare earths from China, and China currently controls about 60% of global rare earth production and more than 85% of its processing capacity, which gives it significant bargaining chips in international geopolitics. Source: Clcouncil.org China's export controls hit global supply In fact, since April 4, 2025, China has implemented strict export licensing requirements for seven heavy and medium rare earth metals and their related products. Analysts point out that these control measures are ostensibly based on national security considerations, but in essence are a strategic tool used by China in trade and technology competition. These export controls have caused serious supply disruptions to global markets. Market data shows that the international market price of key rare earth elements such as dysprosium (Dysprosium) has soared by more than 200%. Faced with supply uncertainty, U.S. manufacturers in sectors such as defense, automotive, and renewable energy are actively seeking to build buffer stocks. Although the United States has abundant rare earth resources, it faces many challenges in establishing an independent domestic supply system. According to expert analysis, if the United States wants to achieve large-scale rare earth refining, it not only needs huge capital investment, but also sufficient energy supply, perfect infrastructure and vertically integrated supply chain partners, and the whole process is expected to take nearly a decade. Industry observers have bluntly said that without rapid and large-scale investment, the US manufacturing industry will still be vulnerable to China's export controls in the global rare earth supply chain. The dispute over rare earths once again highlights the deeper strategic competition behind the US-China trade conflict. As China continues to use rare earths as a trade weapon, and the United States tightens restrictions on Chinese technology and trade, analysts warn that the stability of global supply chains will continue to be tested, and companies and investors must prepare for a possible further deterioration in U.S.-China trade relations. Bitcoin briefly fell below $104,000 in the morning As for the cryptocurrency market, bitcoin fell sharply for two consecutive days, briefly falling below $104,000 again this morning, and is now trading at $104,288 at the time of writing. Next week, if the Sino-US conflict continues to strengthen and Trump's tariffs remain tough, BTC may be more volatile, please be careful of potential risks. Related reports U.S. court ruled Trump's tariffs invalid, White House adviser: confident in the appeal, will finalize three trade agreements Trump tariffs are judged illegal! U.S. court ordered "ban implementation" White House emergency appeal, Asian stock markets cheered in early trading Crypto czar shouted "the United States will increase its position in bitcoin": Trump said he could buy it without raising new debt "Trump choked "good people should be here" cut off EDA, revoked visa serial moves, analysts: all are the scourge of rare earths" This article was first published in BlockTempo "Dynamic Trend - The Most Influential Blockchain News Media".