China cuts exports of vital rare earth minerals as trade war with U.S. intensifies
- China implemented export restrictions and special licenses for rare earth minerals and magnets in early April 2025, intensifying its trade conflict with the U.S.
- This measure comes after the U.S. imposed tariffs reaching as high as 145 percent on goods from China, amid ongoing trade disputes characterized by reciprocal tariffs and export restrictions.
- Rare earth minerals, critical to electric motors, defense, and electronics, are controlled over 90% by China, causing global supply tightening and price spikes felt by automakers and tech firms.
- Ambrose Conroy warned the supply constraints could cause prolonged pain lasting 18 to 24 months if no rapid changes occur, while the U.S. seeks alternatives through mining agreements and investments.
- These export controls risk significant disruptions in multiple industries and highlight the strategic challenge the U.S. faces in securing critical rare earth supplies.
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300 Articles
Guest editorial: When China stops exporting rare earths, U.S. military readiness suffers
Each F-35 Lightning II aircraft contains more than 900 pounds of rare earth elements. Each Virginia-class submarine has 9,200 pounds. Permanent magnets made from these materials are used to make Tomahawk missiles, Predator drones and the Joint Direct Attack Munition…
Rare earths are not as rare as many think. But China dominates the market – so strong that security experts warn of the serious consequences of recent controls. What the West can learn from previous conflicts.
The United States and China are fighting over rare earths. Depending on how Beijing behaves, the consequences could be severe for the European Union and the United States.
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- 35% of the sources are Center
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