China Tightens Control Over Rare Earth Exports, Triggering Escalation With The U.S.

China has imposed sweeping export restrictions on rare earth elements (REEs), key materials critical to producing advanced semiconductors, microchips, and defence technologies. The policy grants Beijing direct control over global REE supply, reflecting its dominance—accounting for 68.6% of world production and 90% of global processing. For heavy rare earths, that figure reaches 99%. This abrupt
China has imposed sweeping export restrictions on rare earth elements (REEs), key materials critical to producing advanced semiconductors, microchips, and defence technologies. The policy grants Beijing direct control over global REE supply, reflecting its dominance—accounting for 68.6% of world production and 90% of global processing. For heavy rare earths, that figure reaches 99%. This abrupt
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