Trade Truce Risks Falling Apart Over Rare-Earth Exports
- In April 2025, China introduced export controls on seven rare earth elements, requiring all exporters to secure licenses irrespective of the nationality of their overseas buyers.
- In response to actions by the U.S. Commerce Department, China implemented a complex and prolonged export licensing procedure, which is generating customs delays and increasing concern within European supply chains.
- On May 27, China’s Ministry of Commerce convened a meeting in Beijing with representatives from more than 40 semiconductor companies from China and Europe to outline export licensing procedures and explore potential regulatory relaxations.
- Jens Esklund, European Union Chamber president, said accelerating approvals is “imperative” to prevent European production halts due to rare earth shortages in semiconductors and key industries.
- The talks signal a potential relaxation of export controls to stabilize supply chains, reflecting China's role in semiconductor materials amid ongoing U.S.-China trade tensions.
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U.S.-China trade truce risks falling apart over rare earth exports - WSJ (REMX:NYSEARCA)
A trade truce between the U.S. and China is at risk of falling apart, as the Trump administration believes China is reneging on an agreement to speed up licenses on critical mineral exports.
Trade Truce Risks Falling Apart Over Rare-Earth Exports
"A trade truce between the U.S. and China is at risk of falling apart, as China’s slow-walking on rare-earth exports fuels U.S. recriminations that China is reneging on the deal," the Wall Street Journal reports."Getting the pact together in Geneva earlier this month hinged on Beijing’s conc
China May Ease Rare Earths Export Controls for EU Semiconductors
China is considering easing its recently imposed export restrictions on rare earth elements for European semiconductor companies, Chinese media reported on Wednesday, signalling that Beijing may be attempting to stabilize global supply chains amid mounting tech industry panic. In April, China added seven rare earth elements and related products to its export control list, making it mandatory for exporters to obtain licenses regardless of the end…
China may relax rare earth export curbs for some chip companies
BEIJING (Reuters) – China may relax curbs on exports of rare earths for Chinese and European semiconductor firms and other companies in their supply chain, state media said on Wednesday. In April, China put seven rare earths and related products on an export control list, forcing all exporters to apply for licences, regardless of the nationality of overseas customers. While a few licences have since been granted to exporters of rare earth magnet…
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