If trump gets in their will be a trade war. Inflation will raise on the tariffs he has said he is going to put in place, 60 percent on Chinese imports. Musk who is a strong supporter of trump also is heavily involved in China Ev market. Most tariffs was last time leverage for agriculture goods access to China as that was what China counter tariff American Ag, not rare earth, trump also isn't supportive of renewables particularly wind generation, his primary supporters don't buy EV cars. The last rare earth controls from China was after Biden put restrictions on AI chips from navidia, china banned rare earth technology from being exported outside China, pretty obvious what that was related too. Wishfully thinking if you believe trumps going to somehow make rare earth his centric issue with China
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