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China Has Retained Its Grip on Rare Earths Despite a U.S. Trade Truce

Summary by Oil Price
Back in 2019, the United States had a dust-up with China regarding trade and tariffs, and as part of its response, China threatened to reduce the export of rare earth elements (REEs) essential for many civilian and military electronics.  The Chinese, then as now, held a dominant position in the mining and processing of these metals. China did not carry through on its threat, and by early 2020, both nations signed an agreement that de-escalated t…
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China has used its control of the global market for rare earth metals as leverage in trade negotiations with the United States, which has also hit Europe, whose technology sector is similarly deeply dependent on Chinese supply chains.

·Estonia
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Beijing is building a system where resources are managed like weapons—precisely, deliberately, without hesitation. It's about controlling the access mechanism. Rare earths are shifting from commodities to trusted currency. The metal that's shaking Silicon Valley: China controls more than 80% of the world's rare earth mining and processing. Every chip, every electric motor, every satellite—all of it runs on resources from Chinese soil. Western te…

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Eurasia broke the news in on Monday, November 3, 2025.
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