Critical Minerals

Total 51 Posts

The Critical List: Unpacking U.S.-China Mineral Divides

As China's export control measures over critical minerals and rare earths move to the forefront of U.S.-China trade disputes, it's essential to understand exactly what these materials are and which ones are subject to China's restrictions. This piece aims to provide a

South Korea Seeks Stability in China Trade and Critical Mineral Supply Chains

A Korean Presidential delegation visited China this week, emphasizing the need for expanded trade and investment, and securing stable supply chain management, especially for critical minerals impacted by Chinese export controls.

Beijing's Gallium and Germanium Gambit: Export Volumes Dip, Global Flows Shift

Data from the General Administration of Customs of China (GACC) indicates that the export control measures implemented by Beijing on gallium and germanium have reduced China's overall exports of the two minerals, with a stark divergence among importing nations. Exports to the U.S. experienced an initial hit

China's Rare Earth Controls: Exports See Partial Rebound After London Meeting

China's rare earth export controls, implemented in April, caused an initial dip in its exports, but a recent analysis of monthly data indicates a partial rebound in June. This uptick follows trade talks between the U.S. and China, where the controls were a central point of discussion.

China Vows Sanctions on Foreign Firms Violating Export Controls

Last week, China's Ministry of Commerce (MOFCOM) signaled its intent to sanction foreign companies found in violation of its export control measures, particularly those related to strategic minerals and dual-use technologies. It underscores China's commitment to fortifying its export control regime, which has been in the

China's Graphite Exports Rebound in Early 2025

China's exports of natural graphite are rebounding over the first four months of 2025, recovering from an initial dip after China revised its regulations in late 2023, when it expanded the list of controlled graphite types.

China's Rare Earth Controls: April Data Shows Drop in U.S. Shipments, But Overall Global Stability

The implementation of China's export controls on rare earths in early April has increased trade tensions with the United States. During the first month of these new restrictions, customs data reveals a 16.3% contraction in rare earth exports to the U.S., while China's overall
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