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1h ago

China Extends Rare‑Earth Controls to Foreign‑Made Goods, Testing U.S. Supply Chains

U.S. leaders are preparing tariffs, export controls, subsidies as analysts question how broadly China can police extraterritorial licenses.

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Workers transport soil containing rare earth elements for export at a port in Lianyungang, Jiangsu province, China, October 31, 2010. REUTERS/Stringer

Overview

  • Beijing broadened export rules to require licenses for products abroad that contain China‑origin rare earths or use Chinese mining, refining or magnet technology, with expanded element controls due to start December 1.
  • Chinese customs data show rare‑earth magnet exports fell 6.1% in September from August, heightening concerns before full extraterritorial enforcement begins.
  • President Trump threatened 100% tariffs and new export controls, while Treasury Secretary Scott Bessent said the administration has multiple countermeasures ready.
  • The U.S. is accelerating industrial policy: the Defense Department took about a 15% stake in MP Materials, officials signaled price floors for producers and floated a strategic mineral reserve.
  • Investors pushed rare‑earth and critical‑miner names higher as experts warned China’s leverage is potent in the near term even as comprehensive global enforcement of licenses may prove difficult.