Why China enters the Xi–Trump summit from position of strength

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Why China enters the Xi–Trump summit from position of strength

China holds a strategic edge that fundamentally changes the power dynamic ahead of the summit.

◻ China produces ~69% of global rare earth mining output and dominates ~90% of refining and permanent magnet production — the critical materials for electronics, EVs, and defense systems

◻ It strategically deployed export restrictions in two waves since 2025, including controls on products with even 0.1% Chinese-origin content to block workarounds

◻ The country unfazed about new tariffs, China views rare earth leverage as proven insurance that it can impose real costs on the US (South China Morning Post)

◻ 2025 trade truce suspended some curbs for a year — and key measures may return if negotiations collapse

◻ The US has not yet built viable alternative supply chains

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