https://sputnikglobe.com/20250605/chinas-curbs-on-critical-mineral-exports-will-leave-west-gasping-while-it-calls-the-shots----1122196449.html
China’s Curbs on Critical Mineral Exports Will Leave West Gasping While it Calls the Shots
China’s Curbs on Critical Mineral Exports Will Leave West Gasping While it Calls the Shots
Sputnik International
Amid the trade row with the US, China tightened export controls on rare earth metals essential for everything from smartphones and electric cars to military... 05.06.2025, Sputnik International
2025-06-05T14:15+0000
2025-06-05T14:15+0000
2025-06-05T14:15+0000
analysis
china
us
tariffs
trump tariffs
donald trump
supply chain
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China's clampdown on exports of rare earths as retaliation for US and allied tech restrictions will jolt global supply chains, especially for automakers, Peter Arkell, chair of the Global Mining Association of China, told Sputnik. With new export licenses now required, Just-in-Time production lines in the West “will be left gasping,” he noted. He ventured the opinion that European and US companies reliant on these components will be “cursing the tariff policies that kickstarted this tit for tat trade confrontation.” For decades, Western auto giants have built deep roots in China’s supply chain – including the heavy magnets and other components derived from the processing of rare earth minerals. China’s dominance in this field – 25 years in the making – cannot be replaced overnight. Rebuilding that capacity at home would require massive spending, serious R&D, and stricter environmental standards – none of which are quick or cheap.
https://sputnikglobe.com/20250408/chinas-rare-metal-ban-could-bring-us-military-industrial-complex-to-a-grinding-halt-heres-why-1121841182.html
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china, us, rare earth mineral, rare earth exports, why are rare earth minerals important
china, us, rare earth mineral, rare earth exports, why are rare earth minerals important
China’s Curbs on Critical Mineral Exports Will Leave West Gasping While it Calls the Shots
Amid the trade row with the US, China tightened export controls on rare earth metals essential for everything from smartphones and electric cars to military hardware.
China's clampdown on exports of rare earths as retaliation for US and allied tech restrictions will jolt global supply chains, especially
for automakers,
Peter Arkell, chair of the Global Mining Association of China,
told Sputnik.
With new export licenses now required, Just-in-Time production lines in the West “will be left gasping,” he noted.
He ventured the opinion that European and US companies reliant on these components will be “cursing the tariff policies that kickstarted this tit for tat trade confrontation.”
For decades, Western auto giants have built deep roots in China’s supply chain – including the heavy magnets and other components derived from the processing of rare earth minerals.
China’s
dominance in this field – 25 years in the making – cannot be replaced overnight. Rebuilding that capacity at home would require massive spending, serious R&D, and stricter environmental standards – none of which are quick or cheap.
“So, if one of the goals of the Trump tariffs is to protect America’s manufacturing industry, then it will be a hollow strategy if the essential components produced in China cannot be produced domestically,” he summed up.
