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U.S.-China 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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Live Mint

Center

Resource war: How commercial assets turned into front line weaponry

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Climate Depot

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Analysis: How China Got Upper Hand in Rare Earths: ‘Surprise! The Clinton Admin handed over America’s exotic materials business to China’

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breakingthenews.net

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US-China deal said to be in danger over rare-earth exports

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2 days ago

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Eesti Rahvusringhääling

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US-China Trade Peace Threatens to Fall Apart over Rare Earth Exports

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U.S.-China trade truce risks falling apart over rare earth exports - WSJ

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.

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