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China Tightens Rare Earth Export Controls, Threatening U.S. Defense Supply Chains

Beijing’s new restrictions on seven critical minerals escalate trade tensions with the U.S., jeopardizing high-tech and military projects like the F-47 fighter jet program.

  • China has imposed stricter export controls on seven rare earth minerals, reducing U.S. access to resources critical for defense and high-tech industries.
  • The restrictions are a response to President Trump's tariffs, with Beijing citing national security concerns due to the minerals' dual-use military applications.
  • Key U.S. defense initiatives, including the development of the F-47 fighter jet, face significant challenges as China dominates global rare earth processing and supply chains.
  • China’s move underscores its willingness to weaponize its control over rare earth markets, while nations like South Korea and Australia explore alternative supply sources.
  • Although not an outright ban, the new controls limit export licenses, creating uncertainty for U.S. manufacturers dependent on these critical materials.
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