Visual Capitalist Chart Exposes America’s Rare Earth Dependency on China—Despite Ongoing Tariff War
70% of U.S. rare earth imports come from China, revealing critical vulnerabilities in America's strategic technology and defense supply chains.
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A newly released data visualization(opens in a new tab) by Bruno Venditti for Visual Capitalist, with graphics by Sam Parker, reveals the stark geopolitical reality behind the U.S. rare earths supply chain. Between 2020 and 2023, 70% of all U.S. rare earth imports came from China, according to U.S. Geological Survey data cited in the report—underscoring a critical vulnerability as tensions between Washington and Beijing escalate.
The breakdown of America’s rare earth sources is as follows:
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China – 70%
- Malaysia – 13%
- Japan – 6%
- Estonia – 5%
- Others – 6%
