China rare earth firms halt some US shipments over geopolitical worries, sources say
Some suppliers fear Beijing retaliation and have withheld materials used in magnets, while U.S. firms wait more than six months for licences, sources said.
- On Friday, reports emerged that some Chinese rare earth suppliers are refusing shipments to the U.S., as suppliers fear retaliation following Beijing's August sanctions against the Responsible Business Alliance.
- Beijing's August decision to sanction the RBA triggered the refusals, as suppliers worry about complying with Western due diligence frameworks while Beijing claims these sanctions respond to U.S. FCC restrictions.
- Chinese customs data shows gallium shipments dropped 65% and yttrium 98% this year, while some U.S. firms report waiting over six months for licenses affecting medical devices and energy sectors.
- Ahead of President Xi Jinping's visit to Washington on September 24, U.S. officials are pressing Beijing to address compliance issues, with rare earths now on the summit's planning agenda.
- Rhodium Group strategist Reva Goujon expects Beijing to "loosen up critical raw material controls a bit around the summit" to deflate U.S. allegations regarding the Busan truce compliance.
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USA Rare Earth Rises 4%, Then Coughs Up Gains as Chinese Suppliers Refuse U.S. Shipments
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Some Chinese suppliers of rare earths are refusing to send cargo to the United States for fear of reprisals from Beijing, according to three separate sources, demonstrating how access to these critical materials continues to be a friction point to Washington a few weeks before President Xi Jinping's visit to the U.S. capital. U.S. authorities have repeatedly requested Beijing to comply with the commitments made in Busan and Beijing over the past…
China rare earth firms halt some US shipments over geopolitical worries
A handful of Chinese suppliers have refused to ship rare earths to US companies since early August, when China sanctioned the Responsible Business Alliance (RBA), a US supply-chain monitor.
China rare earth firms halt some US shipments over geopolitical worries, sources say
By Laurie Chen, Solomon Cefai, Trevor Hunnicutt and Lewis Jackson BEIJING/SINGAPORE/WASHINGTON, Sept 4 (Reuters) - Some Chinese rare earth suppliers are declining to ship to the U.S. for fear of repercussions from Beijing, three sources said, underscor...
Rare Lands USA: USA Rare Earth loses the 4% advance after Chinese suppliers refuse to deliver to the US market.
Some Chinese suppliers have refused to export rare earth minerals to US businesses since the beginning of August 2026 due to concerns about government sanctions. China's rare earth exports to Japan continue to decline. China restricts transactions with some US rare earth companies. China exports large quantities of special rare earth minerals to the US.
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