China's stranglehold on rare earth processing—controlling 90% of global capacity—faces its biggest challenge yet as the Pentagon invests $400 million in American rare earth independence and ASX companies deliver explosive quarterly gains up to 134%. This episode explores how Beijing weaponised critical minerals through December 2024 export bans on gallium and germanium, followed by April 2025 restrictions on seven rare earth elements essential for military applications—from F-35 fighter jets to missile guidance systems.We analyse four ASX leaders capitalising on this geopolitical shift: Metallium's revolutionary Flash Joule Heating technology enabling US critical metals recovery, Victory Metals' massive Australian heavy rare earth resource attracting US government backing, Lynas breaking China's processing monopoly with first dysprosium production outside Beijing, and Green Critical Minerals' diversified critical minerals platform. With quarterly returns ranging from 29% to 134% and government funding reaching unprecedented levels, these companies are literally rebuilding the technological foundation of Western military and economic independence from Chinese supply chains. Disclaimer: Finer Market Points Pty Ltd, CAR 1304002, AFSL 526688, ABN 87 645 284 680 (FMP) is incorporated in Australia with limited liability. FMP and affiliated entities may have commercial or financial interests in the companies or products mentioned. This information is directed and available to and for the benefit of Australian residents only and is not an advertisement, recommendation, forecast or advice. As this information has been prepared without considering your objectives, financial or taxation situation or needs, you should consider, before acting on this material, consider its appropriateness to your circumstances and seek appropriate professional advice. FMP and its related entities do not accept any liability for any loss or damages arising out of or in relation to the use of all or any part of this information. We believe that this information is correct as at the time of its compilation, but no warranty is made as to its accuracy, reliability, or completeness. This information is published solely for informational purposes and is not to be constructed as a solicitation or an offer to buy, sell or hold any securities, financial instruments or services in any jurisdiction. This information is under copyright to FMP and may not be used without prior consent.

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Breaking Beijing's Grip: How ASX Rare Earth Giants Are Rewriting Global Supply Chains

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