This report from Michael Barnard on CleanTechnica is a looming disaster of Trumpian proportions:

In April 2025, while most of the world was clutching pearls over trade war tit-for-tat tariffs, China calmly walked over to the supply chain and yanked out a handful of critical bolts. The bolts are made of dysprosium, terbium, tungsten, indium and yttrium—the elements that don’t make headlines but without which your electric car doesn’t run, your fighter jet doesn’t fly, and your solar panels go from clean energy marvels to overpriced roofing tiles. They’re minerals that show up on obscure government risk registers right before wars start or cleantech projects get quietly cancelled.[…]

What China did wasn’t a ban, at least not in name. They called it export licensing. Sounds like something a trade lawyer might actually be excited about. But make no mistake: this was a surgical strike. They didn’t need to say no. They just needed to say “maybe later” to the right set of paperwork. These licenses give Beijing control over not just where these materials go, but how fast they go, in what quantity, and to which politically convenient customers.[…]

The materials China just restricted aren’t random. They’re chosen with the precision of someone who’s read U.S. product spec sheets and defense procurement orders.

The potential ramifications Barnard describes are a direct consequence of Trump’s terrible tariffs. We’re talking an inability to build our own jet engines, semiconductor chips, fiber optics, radar systems, electric vehicles, solar panels… frankly, it’s quite alarming—and a diabolical move by China. And Trump still thinks he can bully them.

See also: The U.S. Department of Energy’s assessment of critical materials and minerals charting the critical Supply Risk of these (and other) minerals in the short and medium terms. I would imagine concerns have accelerated since publication in 2023.