The President's Daily Brief

October 22nd, 2025: U.S. & Australia Team Up To Disarm China’s Hidden Weapon & Europe Pushes New Peace Plan

14 snips
Oct 22, 2025
America and Australia are teaming up in a major $8 billion deal to undermine China's grip on rare earth minerals, aiming to reshape global supply chains. Meanwhile, Europe and Ukraine are working on a 12-point peace plan to stabilize the war, though Russia’s response remains uncertain. In a historic first, Japan elects its first female prime minister, setting the stage for diplomatic challenges. The EU also announces a bold plan to end Russian gas imports by 2028, marking a significant shift in energy policy.
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INSIGHT

Rare Earths Are A Strategic Vulnerability

  • China controls nearly 90% of the world's rare earth refining capacity, creating a strategic vulnerability for the West.
  • The $8.5 billion U.S.-Australia corridor aims to create a China-free supply chain for defense and tech by 2027–2028.
ADVICE

Friend‑Shore Critical Supply Chains

  • Build allied mining and processing capacity to reduce dependency on a single supplier nation.
  • Expect more joint projects, government funding, and private investment to secure critical supply chains.
INSIGHT

Supply Chains As Nonkinetic Weapons

  • A China-free minerals corridor would remove one of Beijing's most effective nonmilitary pressure points.
  • That shift lets the West 'disarm' China strategically without kinetic confrontation.
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