A window into what we’re reading at the Stimson Center’s Environmental Security Program

The Mining Town Funding Congo’s Rebels and Tech Giants (Reuters)

In April 2024, the M23 rebel group seized control of Rubaya, a mining town that produces 15% of the world’s coltan—a critical mineral worth used in mobile phones, computers, and aerospace components. Rebels imposed a parallel administration in the town, and placed a 15% tax on mineral traders that generates $800,000 monthly from levies. Thousands of impoverished miners in the town, however, still work 12-hour shifts in dangerous conditions earning just $5.15 per day.

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.

As 2025 marches into its third month, the governance challenges that accompany rising demand for natural resources are not only on the front burner—they are proliferating—and  becoming entangled with the drivers of conflict and cooperation.

The heated competition for resources has bubbled up in a proposed billion-dollar deal for Ukrainian minerals now making global headlines. The view that critical minerals like lithium, manganese, and others could become bargaining chips in potential peace talks demonstrates how central they’ve become to global competition—and to the economic and political future of countries around the world.

Much of the current narrative surrounding critical minerals puts speed and competition in the foreground. Yet the how of mining matters immensely to create and maintain stable mineral supply chains. Reliable and diversified supply chains create win-win scenarios for all stakeholders by incorporating best-in-class environmental standards and true community partnerships.

In December 2024, China banned exports of gallium, germanium, and antimony to the United States. Prices for these critical minerals soon reached all-time highs. The ban emphasized China’s dominance over the sector, including practically the entire graphite supply chain, 87% of rare earths refining, 70% of cobalt refining, and 60% of battery-grade lithium refining.