Let’s see if you can work this out.
Oil, arriving from Russia, Saudi Arabia and a few other equally unpleasant places can be switched off overnight.
Result, immediate energy crisis.
Rare Earth minerals already installed in already commissioned generating equipment and power storage systems can’t be switched off overnight.
And China isn’t going to control Rare Earth supplies for much longer:
https://www.investmentmonitor.ai/sectors/extractive-industries/china-rare-earths-dominance-mining