Technology.

China currently has a massive grip on rare earth production, ergo a massive influence on the future of iPods & mobile widgets. Without alternative mines the bulk of technology production in the world that's centred about rare earth usage will migrate to China for the costs breaks ...

It's a fascinating complement to the "apple supply chain" articles that were making the front page a while back. None of the articles I read mentioned China's rare-earth mineral export policies as one of the factors that led to its virtual lock on electronics manufacturing - most of them rather characterized it as a snowball effect. If this was as important to the erosion of US manufacturing as it seems, this could be an important missing piece for hardware manufacturing (and its jobs) to come back to the States.

(Not that semiconductor manufacturing jobs are the kinds of "good" jobs we're so desperate to grow here, c.f. Karen Hossfeld's ethnographic study of the immigrant women who made up the bulk of silicon valley's manufacturing workforce)