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Chinese Rare-Earth Suppliers Halt US Shipments As Decoupling Fears Surge
Chinese Rare-Earth Suppliers Halt US Shipments As Decoupling Fears Surge
The scenario we viewed as inevitable appears to be materializing, validating our decision to intensify coverage of the US-China decoupling theme and the Western-aligned miners positioned to supply the West if Beijing further weaponizes critical material exports, as it has throughout the Trump 2.0 era.
A Reuters report on Friday morning revealed that some Chinese rare-earth suppliers are refusing to ship material to US customers, citing fear of retaliation from Beijing.
The report continued:
A handful of Chinese suppliers have refused to ship...
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The Trump-Xi meeting is now history, so Beijing can go back to doing what it does best: squeezing US supply chains with its near chokehold on most strategic and rare-earth supply chains.
China plans to impose mining controls on certain strategic minerals to ensure supply security and protect the finite resources, Beijing revealed in a government notification published by the official Xinhua News Agency.
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Bessent Leads Trade Talks With China In Paris Ahead Of Trump-Xi Summit
Bessent Leads Trade Talks With China In Paris Ahead Of Trump-Xi Summit
Ahead of the upcoming Trump-Xi summit, China and US have begun a fresh round of trade talks to set the stage for the main event.
Trade negotiators led by US Treasury Secretary Scott Bessent, US Trade Representative Jamieson Greer and China’s Vice Premier He Lifeng held talks in Paris on Sunday to map out plans for a leaders’ summit later this month. The first day of the talks concluded around 6 pm local time, and the delegations will meet again on Monday, Bloomberg reported. The trade...
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