Image created by ChatGPT (OpenAI), generated with AI, September 2025. This story originally was published by Real Clear Wire By Andrew Latham Tariffs are back in the news because President Trump is threatening another hike—but this time it isn’t trade-war theater. The fight has moved from spreadsheets to surge capacity, from the price of toys and textiles to the heart of hard power. Beijing has tightened the tourniqueton strategic minerals and the know-how that turns them into combat capability: rare-earth oxides and magnet inputs, battery-grade graphite, and the processing tools and licenses that govern them. Washington’s tariff move is therefore not about revenue; it’s about readiness—production timelines, ramp rates, and the ability to surge output when missiles start to fly. It’s about the balance of…

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