Critical Minerals
Total 65 Posts
The Critical List: Unpacking U.S.-China Mineral Divides
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 Export Controls: September Exports Dip, but High-Value Magnet Sales Remain Strong
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
EU Concerned about Chinese Rare Earth Actions, Pushes for Dialogue To Resolve Issues
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.
Decoding Beijing's October 9 Export Controls: Scope, Rationale, and Strategic Drivers
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
China to Implement Extraterritorial Rare Earth Export Controls
Last week, the Chinese Ministry of Commerce (MOFCOM) issued new rules imposing extraterritorial export control measures for rare earth items. The new regime effectively extends China's regulatory reach beyond its borders, further completing a system that mirrors the legal framework of U.S. export controls.
China Expands Rare Earth Export Controls
Today, China's Ministry of Commerce expanded its dual-use item list for export control purposes, by adding rare earths, rare earth-related technologies, raw materials, alloys, and processing equipment to the list, further tightening its export controls over the rare earth supply chain.
New export controls
According to
China's Rare Earth Export Controls: Exports Continue to Grow in July
July data from China's customs agency shows a significant rebound in the country's exports of rare earths and derivative products, but tensions over its export controls on these products remain.