Overview

• The administration remains in exploratory stages with no final decisions on altering longstanding Myanmar policy
• Heavy rare earths in Kachin State are vital for U.S. defense technologies and nearly all global processing is currently dominated by China
• Last week the administration lifted sanctions on several junta-linked individuals to pave the way for negotiations
• During a July 17 meeting in Vice President Vance’s office, advisers heard proposals from lobbyist Adam Castillo and economist Sean Turnell though Vance himself did not attend
• Officials are considering easing 40% tariffs, appointing a special envoy and partnering with India through the Quad, but remote terrain and potential Chinese interference threaten supply chain feasibility