Knowing that the Chinese have been very strategic ever since we...

Knowing that the Chinese have been very strategic ever since we are talking about the REE markets in steering their pricing so that they finally took >90% control of the market, how would China now possibly react?
- they are in a dilemma regarding ultra high performance chips and semiconductors, USA is blocking delivery for top chips as well as for machinery that can build those chips (ASML for instance)
- now tariffs on Chinese products like cars

question: would it be strategically clever for the Chinese to ban exports of REE? What will happen? For some years, the western world would have tremendous problems but latest when new mines are online, this problems will dissolve and china would stand empty handed regarding customers for REE in western world. (I mean not really, because the lynas and Arafura and MP will not cover all western market)

or will they just drive up prices significantly, so that western products with REE will get much more expensive and lose competitiveness to Chinese products? Which does then help to balance the high tariffs.

I really don’t know, but it will be so interesting to see what will happen on this chessboard.