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Can US weaken China's grip on rare earths market?

China's one-year delay on rare earth export limits allows the U.S. and allies to enhance production and processing amid a crucial trade agreement, officials said.

  • China promised a one-year delay to new export limits on rare earths, critical minerals essential to many high-tech products.
  • The pause on restrictions came through a trade agreement that President Donald Trump secured, postponing export controls on rare earths for one year.
  • The United States and its allies are moving to boost rare-earth production and processing capabilities, using China’s export delay as a chance to develop domestic supply chains.
  • At a mine in Ganxian county, Jiangxi province, workers operate machinery illustrating Chinese rare-earth mines and production infrastructure, but observers warn it will be hard to undercut China's stranglehold on the market.
  • The pause creates strategic breathing room for allied supply-chain moves, as the delay and push could reshape global supply chains for high-tech products and heighten competition between the United States, its allies and China.
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US President Donald Trump had threatened with additional tariffs of 100 percent as of November 1, should China not move on the topic of rare earths.

·Vienna, Austria
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Winston-Salem Journal broke the news in on Sunday, November 2, 2025.
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