This article is adapted from “Rare Earths and Realpolitik: Kachin Control, Chinese Calculus, and the Future of Mediation in Myanmar,” written by Amara Thiha for the Stimson Center.

As global powers race to secure critical minerals, Myanmar’s rare earths have emerged as both prize and flashpoint. Last week, Reuters reported that the Trump administration has been privately reviewing competing proposals to access Myanmar’s heavy rare earth minerals, including potential engagement with Myanmar’s military junta and direct negotiation with the Kachin Independence Army (KIA), an ethnic armed group that now controls key extraction sites. Since the February 2021 military coup, rare earth mining has surged in northern Kachin State near the Chinese border, where the KIA has seized highly valuable rare earth mines and a critical corridor in the global supply chain. What began as a local insurgency has evolved into resource-backed diplomacy, drawing in China, India, and now the United States.