China Decoupling and Critical Minerals Supply Chain

US government revamps supply chains with polysilicon tariffs and 32% deficit reduction. Friend-shoring data shows progress but embedded Chinese value through third countries remains a concern. Critical minerals: 90% dysprosium price gap, 200x yttrium gap; hidden winners in midstream processing (Lynas, Shin-Etsu). Bipartisan support for breaking China dependence but partisan fights over Trump's USA Rare Earth deal. New: 'Metals of war' analysis links Trump defense buildup to critical minerals strategy, citing Pentagon $50B replenishment request and China export controls. DOE announces $100M funding for critical mineral workforce, a concrete reshoring step. Status: developing.