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China's Rare Earth Game: US Watching Closely
Description
Chinas Rare Earth Export Games: A Tight Grip on Critical Minerals
Chinas been playing a strategic game with rare earth exports since April 2025, despite agreeing to free flow in October. Theyre holding tight on yttrium and scandium, critical minerals used in defense tech and computer chips. The White House and China have differing views on supply chain issues, with Chinas statement not mentioning rare earths. China refines over 90% of the worlds rare earths, and their dominance in processing technology is a concern. Chinas promise to address US concerns on export restrictions on processing equipment is a key development, but actions havent fully matched promises. The US is closely watching to see if China eases restrictions on high-demand, specialized rare earths.
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