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Shiny Rocks, Strategic Gambit: Pakistan’s Rare Earth Pitch to Trump Undercuts China

Pakistan's leadership presented President Trump with a box of rare earth minerals, signaling a strategic pitch to become a US-aligned supplier and reduce American dependence on China.

Published By: Prakriti Parul
Last Updated: September 28, 2025 23:18:27 IST

In a move that blended high diplomacy with high geology, Pakistan’s leadership presented US President Donald Trump with an unusual gift during their recent White House meeting: an elaborate wooden box filled with colorful stones. Experts are interpreting this seemingly straightforward gesture as a direct and calculated attempt to establish Pakistan as an ally in the mineral sector for the United States, providing a viable counter to China’s hegemony in the vital rare earths market.

What Was in the Box?

The photo released by the White House tells a carefully crafted story. Prime Minister Shehbaz Sharif and Army Chief General Asim Munir are shown presenting Trump with an 18×18 inch wooden chest, its contents arranged like a geological treasure trove. The box was not filled with ordinary rocks; it contained samples believed to be from Pakistan’s vast and untapped reserves of rare earth minerals.

Initial analysis of the image by geologists suggests the larger, more prominent rocks resemble bastnaesite and monazite. These minerals are primary sources for critical elements like cerium, lanthanum, and neodymium. The smaller, more colorful pebbles appear to be gemstone-like minerals, adding visual appeal but also hinting at the diversity of Pakistan’s mineral wealth. This presentation was a tangible, physical promise of resources crucial to modern technology and military hardware.

Why Are Rare Earths Such a Big Deal?

Rare earth elements are the unsung heroes of the 21st century. These aren’t mere “rocks” but a group of 17 rare metals that power our world—fueling magnets in electric cars, circuits in smartphones, and even radar and navigation in cutting-edge fighter jets like the F-35. Remove them, and modern industry and defense would collapse.

Currently, the United States is in a position of strategic vulnerability, being almost entirely dependent on China for these materials. A startling 70% of all US imports of rare earth elements in 2023 came from China, according to the US Geological Survey. As evidenced earlier this year when the Chinese government enforced licensing rules that hindered the delivery of these critically needed minerals, according to reports, President Trump was “furious.” This dependency provides Beijing tremendous influence.

The Larger Geopolitical Theater

Pakistan’s gift was the centerpiece of a full-scale charm offensive. The meeting itself was high-profile, including Vice President JD Vance and Secretary of State Marco Rubio. Prime Minister Sharif’s decision to wear a US-Pakistan flag lapel pin, though ridiculed by some at home, underscored the message: Pakistan is seeking a closer, more publicly aligned partnership with the United States.

The timing is critical. The US-China relationship remains fraught with trade tensions. In June, during a tariff war, Trump announced a temporary truce where Beijing would ease access to rare earth minerals, and in return, the US would stop efforts to revoke visas for Chinese nationals on college campuses. This fragile agreement, negotiated in Geneva, highlights America’s urgent need to diversify its supply chains away from Chinese control. Pakistan is directly presenting itself as a solution to this strategic problem.

Also Read: Trump’s ‘ALL ON BOARD’ Claim Meets Resistance as Secret Gaza Peace Plan Emerges

Can Pakistan Really Challenge China’s Dominance?

The multi-billion-dollar question is whether Pakistan’s potential can be translated into a viable reality. While Pakistan is believed to possess significant rare earth deposits, particularly in its mineral-rich regions, it lacks the extensive infrastructure, advanced processing facilities, and established supply chains that China has built over decades. It takes a sophisticated, multi-step industrial procedure to turn raw bastnaesite into a useful magnet.

The gift of the wooden box, therefore, is less a promise of immediate supply and more an invitation for massive American investment and technological partnership. It is a proposal to build a new, US-friendly supply chain from the ground up. To transform raw bastnaesite into a functional magnet, an intricate, multi-step industrial process is required.The box of rocks is the opening argument in a much longer negotiation.

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© Copyright ITV Network Ltd 2025. All right reserved.