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China’s Export Restrictions on Rare Earths: What It Means for Producer Countries

U.S. policymakers and analysts have raised concerns about China’s recent export restrictions on heavy rare earth elements (REEs), warning that they could seriously disrupt the U.S. economy by cutting off access to materials essential for high-performance magnets, semiconductors and defense systems. While these restrictions will undoubtedly impact ...

With Obert Bore

Transition Resources Editor
The China-Global South Project

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Oil storage tanks at Tsing Yi port in Hong Kong on March 17, 2026. (Photo by Peter PARKS / AFP)
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China’s Export Restrictions on Rare Earths: What It Means for Producer Countries

U.S. policymakers and analysts have raised concerns about China’s recent export restrictions on heavy rare earth elements (REEs), warning that they could seriously disrupt the U.S. economy by cutting off access to materials essential for high-performance magnets, semiconductors and defense systems. While these restrictions will undoubtedly impact ...

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