Inside China Business - 30 may 2026
The costs to replace advanced missiles and platforms used thus far in the War on Iran is at least tens of billions of dollars, and will take years.
But the missile systems require rare earth magnets and other materials which can only be sourced through China, who has strict bans on their export to Western weapons makers.
The United States expended massive missile stockpiles in just a few weeks of the war, while committing far more resources to the defense of Israel than did the Israelis themselves.
Closing scene, Fenghuang Ancient City, Hunan
Resources and links:
China’s Chokehold on This Obscure Mineral Threatens the West’s Militaries
https://www.nytimes.com/2025/06/09/bu...
How U.S. Defense Industry Dodged a Rare-Earth Shortage After China’s Curbs
https://www.nytimes.com/2025/12/22/bu...
China Rare Earth Export Controls 2026: What New Licensing Rules Mean for Manufacturers
https://www.certivo.com/blog-details/...
Pentagon doubts over rare earths deal provoke White House clash
https://www.mining.com/web/pentagon-d...
US munitions depleted by Iran war will take years to restore, analysis finds
https://www.militarytimes.com/news/pe...
WATCH: In SASC Hearing, Kelly Challenges Hegseth on Munitions Burn Rate, “No Quarter” Comment, and Massive Defense Budget Proposal
https://www.kelly.senate.gov/newsroom...
Severity Of America’s Depleted Advanced Weapons Stockpiles Detailed In New Report
https://www.twz.com/news-features/sev...
U.S. bears brunt of Israel’s missile defense, Pentagon assessments show
https://www.washingtonpost.com/nation...
Rebuilding U.S. Missile Inventory: A Multiyear Project
https://www.csis.org/analysis/rebuild...
Last Rounds? Status of Key Munitions at the Iran War Ceasefire
https://www.csis.org/analysis/last-ro...
Swiss considering rival air defences after Washington delays Patriots over Iran war
https://www.reuters.com/world/united-...
Critical Minerals Strategic Reserve
https://www.pmc.gov.au/domestic-polic...
Exclusive: Italy, France and Germany to lead EU critical materials stockpiling plan, sources say
https://www.reuters.com/sustainabilit...
Korea Strengthens Rare Earth Supply Chain Independence
https://www.businesskorea.co.kr/news/...
Hasty redeployment of US missiles from South Korea to Middle East leaves Seoul rattled
https://www.theguardian.com/world/202...
China, Russia, and Iran have hypersonic missiles. And that changes everything.
• China, Russia, and Iran have hypersonic mi...
America’s Emergency Oil Reserve Is Shrinking Fast
https://www.newsweek.com/americas-eme...
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