Have you wondered why the Chinese suddenly restricted rare earth minerals & Trump retaliated with 100% tariffs? This is the best explanation I've found.

As far as I can tell here is what happened. [some of conversation I imagined]

The US Commerce Dept widened export controls of its technologies to a wider set of Chinese companies (all the subsidiaries of sanctioned Chinese cos with 50%+ interests) and started charging Chinese…

— Steve Hou (@stevehou0) October 11, 2025