US EditionSlow Chinese rare earth export approvals threaten supply chains
- China began approving limited rare earth element exports under new licensing controls introduced in early April 2025.
- Beijing imposed export controls on seven rare earth elements to respond to a US tariff package announced on April 2, causing export delays.
- These rare earth elements are vital for technologies like EVs, renewable energy systems, and advanced military aircraft, but global manufacturers report that export approvals from China are slow and inadequate.
- Volkswagen confirmed supplies to Germany, Lockheed Martin has adequate stock but US companies remain concerned, with Lockheed expecting government prioritization.
- The export delays heighten supply chain risks, pushing Western firms to seek alternatives and accelerating plans to reduce reliance on Chinese rare earths.
16 Articles
16 Articles
Sydney Morning Herald
Red Metal Ltd heap leach tests point to low-cost Qld rare earths win
Red Metal Ltd’s rare earths project in Qld is shaping up as a low-cost heap leach play with recent tests showing high rare earths recoveries and low iron impurities using weak acid levels.
China’s rare earth export curbs are stirring global supply chain fears
While Chinese commerce officials have granted some export licenses— including to companies supplying customers in Europe— industry participants say the approvals have been too slow and too limited to meet demand
EV Industry Faces Crisis as China Curbs Rare Earth Magnet Exports
Can the world reduce its dependence and keep the EV revolution on track The global electric vehicle (EV) industry is facing a serious crisis. China, the world’s leading supplier of rare earth magnets, has introduced new restrictions on their export. These magnets are a vital part of electric motors used in EVs, and the sudden change in export rules is causing delays, price increases, and uncertainty throughout the industry. China’s New Export R…
In the global automotive industry, a supply crisis is brewing in the production of electric motors due to China's restrictions on exports of rare earth elements needed for permanent magnets used in electric vehicles and other technologies. — Ukrinform.
Geopolitical tensions are growing, and China is tightening the screws on the rare earths. After the semi-conductors' crisis, a new industrial crisis threatens the electric car industry, and Europe could well pay for it. After the semi-conductors in 2021, another crucial link of
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