China rare earth firms halt some US shipments over geopolitical worries: Reuters
Some firms have stopped shipments despite export licenses, as China’s rare earth controls and sanctions fears tighten supply for U.S. buyers, Reuters reported.
- On Friday, reports emerged that some Chinese rare earth suppliers are refusing shipments to the U.S. as suppliers fear retaliation following Beijing's August sanctions against the Responsible Business Alliance.
- Beijing's August decision to sanction the Responsible Business Alliance triggered the refusals, as suppliers worry about complying with Western due diligence frameworks while Beijing claims sanctions respond to U.S. FCC restrictions.
- Chinese customs data shows gallium shipments dropped 65% and yttrium 98% this year, while some U.S. firms report waiting over six months for licenses affecting medical devices and energy sectors.
- Ahead of President Xi Jinping's visit to Washington on September 24, U.S. officials are pressing Beijing to address these compliance issues, with rare earths supply now on the diplomatic agenda.
- Rhodium Group strategist Reva Goujon expects Beijing to "loosen up critical raw material controls a bit around the summit" to deflate U.S. allegations regarding the Busan truce and ease supply chokepoints.
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Rare earths remain at the heart of tensions between Washington and Beijing. Restrictions and fears of reprisals disrupt deliveries to the United States. The two leaders must meet soon. ...
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Our coverage of rare earths dates back to President Trump's first trade war, when we warned that "Rare Earths Are China's Most Potent Weapon In A Trade War." What followed was predictable. During the 2025 trade war, Beijing steadily tightened its control over exports of gallium, germanium, antimony, tungsten and a growing list of other critical industrial metals to the West and its allies. These restrictions represent another weapon in Beijing's…
China rare earth firms halt some US shipments over geopolitical worries, sources say
Some Chinese rare earth suppliers are declining to ship to the U.S. for fear of repercussions from Beijing, three sources said, underscoring how access to the materials remains an issue for the U.S. weeks before President Xi Jinping visits Washington.
Some Chinese suppliers of rare earths are refusing to send cargo to the United States for fear of reprisals from Beijing, according to three separate sources, demonstrating how access to these critical materials continues to be a friction point to Washington a few weeks before President Xi Jinping's visit to the U.S. capital. U.S. authorities have repeatedly requested Beijing to comply with the commitments made in Busan and Beijing over the past…
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aheadoftheherd.comChina rare earth firms halt some US shipments over geopolitical worries
A handful of Chinese suppliers have refused to ship rare earths to US companies since early August, when China sanctioned the Responsible Business Alliance (RBA), a US supply-chain monitor.
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