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Beijing Calls Washington’s Bluff on Strategic Metals

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Beijing Calls Washington’s Bluff on Strategic Metals


January 2, 2025

China’s latest export restriction lays bare the complex geopolitics behind President Trump’s proposed tariffs—and the green energy transition.

Minerals displayed at the showroom of a battery recycling plant in Wuhan, China, in 2023.(Qilai Shen / Bloomberg via Getty Images)

Earlier this December, the Chinese government announced that it would curb the export of several key industrial minerals, as well as certain types of graphite. The move came in the context of mounting pressure on China from Washington, and in anticipation of stringent tariffs that Donald J. Trump has promised to levy when he returns to the presidency next year.

Chinese government spokespeople have argued that curbing export of these minerals is in line with their government’s antiproliferation efforts. They have said that the materials are “dual use,” and that they might be used in manufacturing weapons. Officials in the United States have historically also argued the same thing about some of the minerals, such as graphite, which the US put under strict export controls in 2006.

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Among the minerals are antimony (which is used in night-vision goggles and bullets), gallium (precision-guided weapons and radar systems), and germanium (powerful sensors that are mounted on tanks, ships and helicopters). Superhard metals like tungsten may also be included in the restrictions, as is graphite, a type of carbon familiar from its use in pencils. Certain types of graphite are used in gun barrels, and others are dispersed on the battlefield as a sort of smoke that confuses electromagnetic wave detection devices.

Most of these materials also have considerable civilian uses. For instance, graphite is used in the anodes, or negative electrodes, of almost all lithium-ion batteries. (If you’re reading this article on a battery-powered device, you’re probably using graphite in some form.) What export controls mean is that non-Chinese companies that use the material in products destined for the United States will have to apply for export licenses. Such licenses will be up to Chinese officials to grant or withhold.

China controls the vast majority of the processing of some of these materials—a fact that began to register widely in Washington only as tensions began to ramp up with China during the previous Trump administration. China, for instance, produces 61 percent of natural graphite and 98 percent of the world’s final processed graphite. Graphite is also a key material in the green energy transition and electric vehicles: Last year, some 50 percent of the world’s natural graphite went into electric vehicles.

Beijing has managed to extend its grip across the supply chain in recent years. Efforts have been made—most notably through Joe Biden’s Inflation Reduction Act—to create a supply chain for critical minerals that is independent of China, as well as the development of new technology that reduces the need for hard-to-get materials. But progress has been slow. “China is still set to be the dominant player,” said Tony Alderson, the senior anode and cathode analyst at Benchmark Mineral Intelligence, a specialist provider of supply chain and energy transition information. “I think the investment that they are putting in is huge, and it is more than the US with regard to the anode supply chain.” Despite paeans to progress from politicians in Europe and the US, 2024, he said, was “the year of delays,” and a widening gap between supply and demand for critical minerals in everywhere but China.

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By banning the export of these minerals, the Chinese government is showing that it has leverage over critical parts of the supply chain for electronics. “We see it in the industry as a shot across the bow,” Michael R. Hollomon II, the commercial director at US Strategic Metals, a mining and processing firm focused on green transition materials, told me. He noted that the Chinese have enacted similar bans of critical minerals in the past, including a ban last year of specific gallium and germanium products. “The Chinese government have put their money where their mouth is.”

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Markets have reacted to the news of the most recent reductions: The price of antimony surged 40 percent on news of China’s most recent export curbs. It was something that worried Gary Evans, the CEO of US Antimony Corporation, the only domestic processor of antimony. Evans, speaking on Fox Business, worried that high prices would cause businesses to be priced out of the market.

Hollomon said that the Biden administration had often talked about building a supply chain independent from China, but that promised projects were often not followed through on, and that funding was held up at critical stages. China, on the other hand, has been able to fund projects and drive down costs for Chinese firms through massive injections of state capital into the mining, processing and industrial use of critical metals and transition technology. “We’ve been playing with our hands tied behind our backs—that is the way the West has been operating for the last 15 years,” he said.

But there is a more fundamental question at play as well. The United States traditionally limited technology transfers to China because of copyright concerns: This year, President Biden imposed an 100 percent tariff on Chinese electric vehicles. The US government recently prepared restrictions on the import of AI technology into China (Beijing responded with an antitrust investigation into the US chip giant Nvidia), and Washington has been talking about “decoupling” from China for the last several years. In 2022, the US Department of Defense even released a 74-page report on “securing” the supply chain for materials used in military hardware. Chinese graphite is already subject to a 25 percent tariff in the US. (Last Wednesday, a North American trade association of active anode material producers asserted that such a tariff was “far too low” and asked the US government to levy a 920 percent tariff on Chinese graphite imports, a move that would double the cost of an electric vehicle Stateside.) Why would China help the United States build a supply chain that subverts its own interests and diminishes market share for Chinese companies?

In the critical metals and renewable energy space, there is growing apprehension over the use of tariffs in a part of the world economy in which China has become king. “To me,” Trump has said, “the most beautiful word in the dictionary is ‘tariff.’” He has even suggested he would impose tariffs of up to 60 percent on Chinese goods. But while Washington seems to think of tariffs as a one-way street, China’s most recent show of force shows that Beijing has considerable leverage, especially when it comes to materials that are used in electric devices and vehicles.

In the end of the day, costs from tariffs usually get passed on to the consumer. Trump, who used fears of inflation to galvanize his base during the last election, will be wary of policies that cause too many shifts in prices. Antimony, after all, is not just in bullets; it is used as a flame retardant in roofing across the US.

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Perhaps rising costs will mean the next administration will be more amenable to striking a deal with China’s premier, Xi Jinping, an autocratic leader Trump reportedly admires. Elon Musk’s ties to China—around a half of Teslas are produced there, and the country is said to be the world’s second-largest market for the electric cars—might also complicate things. But that won’t solve the pressing issue of China’s domination of the supply chain for critical raw materials.

Industry players like Hollomon believe the incoming administration has the chance to spur domestic mining and processing through grants and streamlining regulations and building up the nation’s strategic reserve of minerals, many of which were sold off after the Cold War. But the outlook is also worrisome: increased tariffs have historically lead to retrenchment and stockpiling, which have tended to be ingredients in conflict. Even if such fears remain distant for now, a China in which the materials processing and battery industries are two bright spots in an otherwise bleak economic landscape is not likely to cede its primacy in those spaces any time soon.

Nicolas Niarchos



Nicolas Niarchos is a journalist whose work focuses on conflicts, minerals, and migration. A former Nation intern, his work has been published in The New Yorker, The Guardian, and The Independent. He is currently working on a book about cobalt mining.

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Steelers Sign TE Darnell Washington to Four-Year Extension

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Steelers Sign TE Darnell Washington to Four-Year Extension


PITTSBURGH — The Pittsburgh Steelers are keeping Darnell Washington around for another four years, signing the former third-round tight end to a contract extension, according to NFL insider Jordan Schultz.

Washington is the team’s third contract extension this spring, joining kicker Chris Boswell and edge rusher Nick Herbig. He’s the second member of the 2023 draft class after he and Herbig signed in back-to-back days.

Washington’s deal is worth $42 million and includes $21 million in guaranteed money.

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The 6-foot-7 tight end out of Georgia found a nice groove for himself on the offensive side of the ball last season and became a reliable target for Aaron Rodgers while being used as a key piece to the running game. Under new head coach Mike McCarthy, Washington’s role is expected to grow even more.

“Love Darnell, he’s been here every day, in the classroom, good student, he’s a pro’s pro,” McCarthy said about Washington during minicamp. “I’ve been veryimpressed with him. He’s done everything we’ve asked. I know I keep saying this, it’s year one that you get to know your players, go to certain schemes, you may tilt one way or the other variations of schemes, and definitely we’ve been doing that with our tight ends, and he’s a big part of that reason.”

With Washington under contract for the next five years and Pat Freiermuth having three more years on his deal, the Steelers solidify their tight end room for the future. Both players will be heavily involved, as Freiermuth remains the top pass-catching option and Washington grows into an all-around weapon.

Steelers Moves Aren’t Done Yet

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The Steelers aren’t done with their offseason extensions, either. Outside of Washington, Herbig and Boswell, Joey Porter Jr., Keeanu Benton and Spencer Anderson could all ink deals before the season.

Porter Jr. was the talk of the town heading into the offseason, but with a contract that is likely top five in the NFL at his position, it may take longer than hoped for the two sides to sign a deal. Both sides remain optimistic, but also realistic that it may take time.

As for Benton, the team is currently negotiating with him and he could be the next domino to fall in the signings. Don’t rule out Anderson getting a deal done as well.

Make sure to bookmark Steelers On SI, and find our podcast All Steelers Talk on YouTube or anywhere you listen!

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Deputies use drone to catch man wanted for damaging car in Washington County

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Deputies use drone to catch man wanted for damaging car in Washington County


WASHINGTON COUNTY, Ore. (KPTV) – The Washington County Sheriff’s Office released video of deputies using a drone to track down a man wanted for damaging a car.

On Saturday, May 30, a 911 caller reported a man damaging a car outside their home on Southwest 179th Avenue in Aloha. The sheriff’s office said it was reported the suspect, 21-year-old Santos Paulino Castro-Ramirez, was punching the car.

Deputies used a drone to follow the suspect as he ran toward Southwest Barcelona Lane. The sheriff’s office said Castro-Ramirez then entered a white SUV that did not belong to him on SW Barcelona.

Deputies arrested Castro-Ramirez. He was booked into the Washington County Jail for first-degree burglary and attempt to commit a crime – second-degree theft.

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Lebanon hopes crunch talks in Washington will halt an Israeli invasion

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Lebanon hopes crunch talks in Washington will halt an Israeli invasion


Beirut, Lebanon – On Tuesday, representatives from Lebanon and Israel met at the US Department of State in Washington, DC – the first session of a two-day round of negotiations that Lebanese negotiators hope will end an invasion of their country.

The negotiations, which started at 9am local time (13:00 GMT), come as Israel’s invasion of Lebanon pushes deeper than at any point since the year 2000 and as Hezbollah and Israel continue to trade attacks. Israel has killed 3,468 people in Lebanon since March 2, according to Lebanon’s Ministry of Public Health.

With the war raging on, what do Lebanon and Israel have to discuss and will the talks lead to an end of the Israeli assault?

Here’s everything you need to know.

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What will Israel and Lebanon discuss?

Similar to past meetings, the two sides are ostensibly looking to come to some kind of deal following fighting between Israel and Hezbollah, with strong doubts it will be achieved.

Lebanon’s government is still pushing for a total ceasefire. However, as talks started, Israel was striking various parts of southern Lebanon. Lebanon is also trying to get Israel to withdraw from Lebanese territory in the south, so that more than 1.2 million displaced people can return home, and so the state can resume finding a way to disarm Hezbollah and rebuild areas devastated by Israeli attacks.

Israel is meanwhile looking to get assurances that Lebanon will disarm Hezbollah, a prospect analysts say Israel knows is complicated by the continuation of its military operations and occupation of swaths of southern Lebanon. Instead, Israel appears to be trying to fuel sectarian tensions inside Lebanon, leading to chaos and internal strife.

What has happened so far?

An initial meeting took place in April between Israel and Lebanon’s ambassadors to the United States. A second round took place in May with a larger delegation on both sides.

On Friday, a meeting took place with Lebanese and Israeli military representatives, while Hezbollah, the Iranian-backed Lebanese group, is not involved in the meetings.

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Israel claimed the two sides found common ground in that they both wanted to see Hezbollah disarmed. Some Israeli officials suggested there may soon be trade agreements and an exchange of tourists between the two countries. Lebanon, however, said it preferred to find a deal closer to the 1949 armistice agreement between the two countries.

In the last meeting, Beirut reportedly outlined the damage done by Israeli attacks since the 2024 ceasefire agreement and presented detailed maps showing homes destroyed or razed by Israel.

Is there a chance for a ceasefire?

That remains to be seen, but for now, Israel’s Prime Minister Benjamin Netanyahu said his country’s military would continue attacking Lebanon.

On Monday, Netanyahu announced that attacks on Beirut’s southern suburbs would resume, despite a ceasefire. Apart from two targeted attacks, Israel has not struck the suburbs, known as Dahiyeh, since April.

Iran, which has attempted to include Lebanon in a wider ceasefire between themselves, on one side, and Israel and the US on the other, then intervened by threatening to attack northern Israel.

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US President Donald Trump reportedly intervened to stop Israel’s attacks. He announced another ceasefire, after his previous announcement of one between Israel and Lebanon on April 16, after claiming he had gotten the approval of Netanyahu and spoken to Hezbollah.

“There will be no troops going to Beirut, and any troops that are on their way have already been turned back,” Trump announced on his social media platform, Truth Social.

But attacks from Israel and Hezbollah are continuing.

How do Lebanese people feel about the talks?

Not everyone is on the same page.

Some Lebanese support the talks and say they are the only option the state, which has little leverage, has. Among those who believe direct talks are the best way forward are Lebanon’s President Joseph Aoun and Prime Minister Nawaf Salam.

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“There is no option other than negotiation,” Aoun said in a statement on Tuesday.

Others, however, oppose direct talks. Parliament Speaker Nabih Berri and his allies, Hezbollah, have said indirect talks are preferred and that negotiations cannot be conducted while attacks are ongoing.

How are Iran and the US connected?

Israel and the US attacked Iran on February 28, killing the country’s longtime leader Ayatollah Ali Khamenei.

Iran is Hezbollah’s primary benefactor, and two days after Khamenei’s assassination, Hezbollah fired six rockets towards Israel on 2 March.

Hezbollah’s response brought a huge response from Israel, who have crossed the Litani River – the supposed buzzer zone in southern Lebanon it had created – towards the Zahrani River.

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Despite a 2024 ceasefire, Israel had never stopped attacking Lebanon, while Hezbollah had only responded once in December 2024.

Iran has attempted to include Lebanon in the ceasefire deal it has with the United States and Israel, who say this theatre is not part of the agreement.

Although Trump has now announced a ceasefire between Hezbollah and Israel twice, the invasion of southern Lebanon continues.

Are there other actors involved?

Gulf states have also intervened. Saudi Arabia has been working behind the scenes to get Lebanon’s leadership – Aoun, Salam and Berri – on the same page. Meanwhile, analysts say Saudi Arabia and Qatar engaged the Trump administration to stop an escalation in Lebanon.



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