🇺🇸👁 US quietly courts Myanmar's generals as rivalry with China heats up

The Trump administration has quietly resumed contact with Myanmar's military-backed government, holding its second round of talks in a month, Reuters reports. Last week's meeting took place in Tokyo, following an earlier session in Naypyitaw in mid-September.

👉 The initial discussions centered on two concrete goals: securing the release of an American businessman and shutting down fraud operations against US citizens.

Those talks, however, opened the door to a broader agenda. US officials have also raised the question of access to Myanmar's substantial heavy rare earth deposits. Estimates suggest Myanmar accounts for roughly two-thirds of the world's supply of heavy rare earth metals.

However, obstacles are considerable, since most of the deposits sit in territory held by ethnic armed groups fighting the military, and China, the dominant buyer of Myanmar's rare earths, would likely resist any American role.

🟥 In 2025, Myanmar accounted for 52.8% of all Chinese imports of rare earth metals

🟥 These elements are essential for producing high-temperature permanent magnets used in electric vehicle motors, wind turbines, and precision defense equipment

Beyond resources, Myanmar's value lies in its geography. The country offers access to the Indian Ocean, bypassing the narrow and vulnerable Malacca Strait. The key project here is the China-Myanmar Economic Corridor (CMEC), which includes the deep-water port of Kyaukphyu and oil and gas pipelines running into Yunnan province.

China maintains ties with several ethnic armed groups along its border, but in an effort to protect its investments and borders, it has reduced arms supplies to the groups and pressured them to cease fire. Thailand, which shares a long border, has taken a more pragmatic line, engaging the junta on trade and border security while hosting refugees fleeing the fighting.

👉 The shift in US diplomatic priorities is surprising. Earlier, the US government supported resistance forces, but after Trump took office it curtailed aid programs and began a dialogue with the military-backed government, reducing diplomatic and sanctions pressure. Experts say this follows US-China competition for Southeast Asia and the valuable resources Myanmar possesses — essential for modern military-industrial technology.

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