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China's Mineral Export Ban Escalates Trade Tensions With the U.S.

China's restriction on critical minerals disrupts U.S. industries, prompting renewed focus on domestic and allied supply chains.

  • China has banned the export of antimony, gallium, germanium, and superhard materials to the U.S., citing national security concerns.
  • The export ban follows U.S. restrictions on advanced semiconductor technology exports to China, further intensifying the trade conflict.
  • Key U.S. industries, including semiconductors, space, and manufacturing, face disruptions due to reliance on Chinese mineral supplies.
  • Efforts to restart domestic production, such as the Stibnite Mine in Idaho, aim to reduce U.S. dependence on Chinese resources but face long timelines for full operation.
  • The incoming Trump administration is expected to prioritize strengthening domestic rare earth mining and allied supply chains to counter China's dominance.
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