Rare Earths Threaten Rare Trump-Xi Summit
China added five rare earth elements to export controls and tightened rules on foreign producers ahead of US-China trade talks, controlling over 90% of processed rare earths.
- On Thursday, China's Ministry of Commerce expanded rare earth export controls, adding five elements and restricting materials used in semiconductors, AI systems and defence.
- Ahead of the APEC meeting in South Korea, analysts say restrictions aim to create leverage for Beijing in trade talks before Chinese President Xi Jinping and President Donald Trump meet later this month.
- On Dec. 1, foreign companies must obtain a dual-use license from MOFCOM for products with Chinese-origin rare-earth materials exceeding 0.1% by value.
- Markets reacted as Lynas Rare Earths Ltd shares hit a 12-month high of $20.75 before closing at $20.59, while U.S.-listed Chinese stocks extended losses and the White House said relevant agencies are assessing impacts.
- China's dominance in processed rare earths means its new rules mirror U.S. semiconductor export rules, but enforcement remains unclear as global supply chains seek non-Chinese supply alternatives.
50 Articles
50 Articles
China Locks Down Minerals to Squeeze US in Trade War
In a dramatic escalation of the economic standoff between China and the United States, Beijing has moved to intensify its control over rare earth minerals and magnet technologies - a strategic gambit to block trade and open a new front...
Weaponizing the Supply Chain: Inside China’s New Rare Earth Export Restrictions
Beijing Tightens Grip on Critical Minerals: As Presidents Donald Trump and Xi Jinping prepare for a landmark meeting later this month, China has announced comprehensive export controls on rare earth minerals, strengthening an already tight hold over materials essential to global technology, defense, and green energy production. Beijing’s recent decision adds 5 new rare earth […] The post Weaponizing the Supply Chain: Inside China’s New Rare Eart…
DECRYPTAGE - Donald Trump threatens China with 100% tariffs. Wall Street alarms the risk of suspension of trade relations between the United States and China.
China is raising the stakes in the trade war ahead of the expected meeting between Trump and Xi in order to achieve a deal of its choosing, writes Asia correspondent Olli-Pekka Sulasma.


Trade war rebooted: China's rare-earth controls put US-China relations back on edge
China announced new export controls on global supplies of rare earths and critical minerals, essential for producing everything from mobile phones to weapons.
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