Earlier this month, the Trump administration issued long-awaited interim rules to block Chinese companies from accessing billions of dollars in U.S. clean energy tax credits, as part of the implementation of President Trump's One Big Beautiful Bill Act.

China's exports of rare earths and products using rare earths rose during the final two months of 2025, according to official Customs data. The year-end growth in both volume and value reflects a broader trend of increased activity after the initial dip in May.

Official data shows that in October, China's overall rare earth exports experienced mixed results but were mostly stable. Rare earth magnet exports continued to grow year-on-year, underscoring the continued and complex reliance of global supply chains on Chinese rare earth processing power.

Last week, the U.S. updated its critical mineral list. This piece describes these recent updates, comparing the critical and strategic minerals identified by the United States and China, and indicating which materials are currently subject to China's export control regime. Several years ago, the U.S. Department

China’s rare earth exports dipped modestly in September while sales of high‑value magnets, which are vital to everything from electric cars to fighter jets, remained strong, with the exception of exports to the U.S. This underscores Beijing's grip over the market for some of the

The European response to the recently announced expansion of Chinese rare earth export controls has been careful and measured, but it is clear that EU officials are concerned, and they are considering tough retaliatory measures.

Last week, President Trump threatened "massive" tariffs on Chinese goods, explicitly citing China’s recently expanded export control regulations as the basis for the escalation. In this piece, we provide a detailed explanation of the new dual-use export control rules, as well as an examination of the strategic