Critical Minerals

Total 62 Posts

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 strategic

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 MOFCOM'

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.

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
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