🇨🇳 China Controls the Materials. 🇺🇸 America Controls the Energy. ⚡🛢️
By 2030, China dominates refining of the world’s most critical minerals:
• Rare Earths: 86%
• Graphite (synthetic): 85%
• Graphite (natural): 71%
• Cobalt: 71%
• Lithium: 61%
• Copper: 45% and rising
This isn’t about mining — it’s about processing power.
Whoever refines controls supply chains, pricing power, and geopolitical leverage.
But zoom out 👇
While China locks down materials,
the U.S. locks down energy:
• World’s largest oil producer
• LNG superpower supplying Europe
• Energy backbone for AI, data centers & re-industrialization
• Control over key maritime energy routes
👉 China feeds the machines.
👉 America powers them.
This tension now drives trade wars, sanctions, subsidies, and commodity cycles.
The real battle isn’t headlines — it’s who controls what next. 👀
#GeopoliticsExplained #commodities #china #usa #crypto