The United States' military superiority is heavily reliant on critical minerals that are primarily processed by China, the country's main geopolitical adversary. This creates a significant vulnerability, as China's dominance over the rare-earth supply chain could be used as a strategic liability in the event of a crisis.
The Chinese Communist Party controls approximately 90% of global refining, and if they were to sever supply chains, it could disrupt the US defense industrial base. However, Brazil's mining production remains negligible, presenting a gap between geological wealth and industrial capacity.
The US can help build a robust supply chain by directing strategic investments and facilitating joint ventures with Brazilian firms. A pragmatic partnership with Brazil is necessary to counter this trend, and despite political friction, strategic interests should transcend short-term disagreements between administrations.
The US and Brazil have a long-standing diplomatic relationship, established in 1824, which provides a basis for deeper cooperation on national security challenges.