China has reportedly threatened Myanmar's Kachin rebels to stop their offensive near the Chinese border or risk losing rare earth exports. The conflict has disrupted mining operations in Kachin State, which supplies nearly half the world’s heavy rare earths used in EVs and wind turbines. Prices have surged, and exports to China have halved this year. While China denies specific talks, analysts say its moves aim to protect economic interests. Rebels believe China won’t halt imports due to its reliance on these minerals.