Trump's Iran War Was Driven by US-China Resource Competition, Not Regional Politics

Source: Guy Laron. "Resource Competition With China Lay Behind Trump’s Iran War." April 11, 2026. jacobin.com

The Gist

The author argues that Trump didn't attack Iran because of Middle Eastern politics, but because America was losing a resource war with China. China controlled the rare earth minerals that America's military depends on, so Trump needed to find his own way to hurt China - and Iran was the target he chose.

Conclusion

The US war on Iran was fundamentally motivated by America's strategic need to deny China access to vital resources and break Chinese control over critical supply chains, rather than by regional Middle Eastern concerns

Premises

  1. China controls 70% of global rare earth mining and 90% of global rare earth refining, creating a critical dependency for US military technology
  2. The US had no operational source outside China for several critical heavy rare earths by late 2025, making American defense systems vulnerable
  3. China used export restrictions on rare earths as a strategic weapon against US technology blockades, demonstrating the power of resource control
  4. Trump felt humiliated by China's ability to threaten US supply chains and sought to find his own chokepoint to counter Chinese leverage
  5. Iran represented a strategic target that could serve US interests in the broader resource competition with China

Assumptions

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