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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.
30 Articles
30 Articles
Following the agreement between the United States and China in Geneva to reduce tariffs, the tension for access to chips and rare earths is growing more and more.And Beijing seems to have more and more advantage.President Donald Trump accused China on Friday of violating the agreement reached last month and sought a call with his counterpart, Xi Jinping, to resolve things.The main stumbling block seems to be that of critical minerals, as U.S. of…
AmCham President Says China Isn’t Blocking Rare Earths Exports
China has been slowly loosening the grip on its exports of rare earths over the past week, according to a lobby group for American businesses, after top US officials complained it hadn’t been removing barriers as promised.
Analysis: How China Got Upper Hand in Rare Earths: ‘Surprise! The Clinton Admin handed over America’s exotic materials business to China’
By Scott Wheeler One might think that blaming the Clinton Administration is an oversimplification — its not. The People’s Republic of China (PRC) is cutting off exports of rare earth materials to t…
Resource war: How commercial assets turned into front line weaponry
Donald Trump wants to retain US dominance over China. It is denying China everything from chips to software tools. Now, Xi Jinping has retaliated, imposing restrictions on the export of rare earth minerals. What is India’s strategy to deal with the fallout?
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