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REDDIT

China’s rare earth restrictions are 10x more impactful than the tariffs, are people not realizing this?

A
Oct 10, 2025 · 20:41

The rare earth restrictions China just instituted are quite possibly catastrophic in short time supply chains for all Tech, Computing, EV, Defense, Medical Imaging, Telecom, Displays, etc.

These products do not have any available alternatives in the short term that would even come close to requisite demand.

If this is a long term strategic move by China, it is going to massive supply shortages and cost increases. A display monitor that now costs $500 may well be $1500 by same time next year.

People focusing on the tariffs over this policy shift is blowing my mind honestly.