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Oliver Buchannon
Element 17
He flew 7,000 miles for rare earths. China gave him a word.

May 21, 2026

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4 min read

He flew 7,000 miles for rare earths. China gave him a word.

The word was "address." Not a deal, not a timeline, not a single ton of dysprosium — just a verb designed to sound like progress. Meanwhile, China's own summary of the summit didn't mention rare earths at all. Exports of the heavy metals that keep EV magnets working and missiles flying are still running 50% below pre-control levels. And in the background, two deadlines are ticking: November 10, when the tariff truce expires, and January 1, when the Pentagon bans Chinese magnets from every American weapons system.

Element 17
Element 17
Eight months. That's all the Pentagon has left.

May 19, 2026

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4 min read

Eight months. That's all the Pentagon has left.

On January 1, 2027, every Chinese-origin rare earth magnet gets banned from American weapons systems — all the way back to the mine. An F-35 holds 900 pounds of the stuff. A Virginia-class submarine needs 9,200. Lockheed and Northrop are already scrambling to certify their supply chains. The problem: China still refines 90% of the world's rare earths, and the only Western company separating the heavy ones produced 8 tons last quarter. The world needs thousands.

Element 17
Element 17

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