zeit
USA and China: Rare Earths Against High-Tech
There can be no talk of a customs peace: Donald Trump bans the sale of high-tech to China. But the leadership in Beijing has a tough response ready.
2025-06-04 16:55:10
China
China's Control Over Rare Earths: A Strategic Leverage
China is tightening its grip on rare earth exports, significantly impacting global supply chains and industries reliant on these essential materials. With new restrictions in place, countries like the USA and members of the EU face looming shortages, particularly in sectors such as automotive and electronics.
Major manufacturers express concern over potential production halts as they struggle with limited resources and delayed export licenses. The situation is exacerbated by China's anti-smuggling initiatives, which further complicate the landscape for international businesses.
This strategic maneuvering by Beijing underscores its leverage in high-tech industries, as rare earths are critical for applications ranging from military technology to medical devices. The West is now urged to reassess its reliance on Chinese supplies and explore alternative sources, as the unfolding scenario highlights the geopolitical significance of these crucial minerals.
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New York Times - Business
China Tries to Stop Smuggling of Rare Earths as Shortages Loom Abroad
China has launched an intensive campaign to prevent rare earths from leaving the country without Beijing's permission, leading to severe shortages for businesses worldwide that rely on these crucial minerals. The anti-smuggling push is part of China's move to assert tighter control over the rare earth industry as a tool in its statecraft, as it has halted legal exports of certain rare earths and magnets. This is creating a 'double whammy' for companies in the US, Europe, and elsewhere that have..
n-tv.de
China restricts exports: German economy fears shortages of rare earths - n-tv.de
China's export restrictions on rare earths are leading to production cuts at German automakers like Mercedes, BMW and Volkswagen as well as their suppliers like ZF. Many companies only have resources for a few more weeks, as the issuance of export licenses by China is progressing slowly. Short-term supply interruptions cannot be ruled out. The German Electrical and Digital Industry Association and the German Mechanical Engineering Industry Association (VDMA) are calling for the EU Commission to..
Frankfurter Rundschau
Rare raw materials as a weapon: How the West is currently being blackmailed by China
China is restricting the export of important raw materials, which is leading to significant economic problems for the West. Various industries such as the armaments industry, medical technology, and electronics are affected. Companies have built up reserves, but these are almost exhausted. China controls almost the entire refining process of these raw materials, which makes the West highly dependent.
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