Henry Gao(@henrysgao):Hardly surprising: as I noted last year, China played its rare-earth card at least a year too early. Pair that with news that @Tesla's Cybercab motor eliminates rare earths entirely, and I’d expect the U.S. to announce a major breakthrough soon.

Henry Gao

@henrysgao

Prof of Law @SgSMUYPHSL; Senior Fellow @CIGIonline; Board Member @AJIL_andUnbound, @JIEL_OUP, & @hinrichfdn. All views are my own. Feel free to quote.

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Henry Gao@henrysgao

2026.09.18 00:23

Hardly surprising: as I noted last year, China played its rare-earth card at least a year too early. Pair that with news that @Tesla's Cybercab motor eliminates rare earths entirely, and I’d expect the U.S. to announce a major breakthrough soon.

Emily Feng 冯哲芸@EmilyZFeng

2026.09.17 09:51

1/ Scoop - Before Trump's visit to Beijing this past May, Chinese officials offered to extend the rare earths moratorium to the end of Trump's term, in January 2029. The U.S. rejected the offer, requesting a six-month extension only.