In today’s Inside Trade article, “Chinese Mineral Export Controls to Spell Shortages, Long-Term Questions,” Silverado Policy Accelerator responds to China’s latest export restrictions on critical minerals. Sarah Stewart, CEO of Silverado, warns that “the outlook is bleak because we have little alternative actions we can execute on,” noting that “the U.S. is vulnerable” due to a lack of domestic production and processing capacity. Stewart points out that Chinese companies, subsidized by their government, do not have to respond to market pressures in the same way U.S. companies would. She emphasizes, “The U.S. needs to adopt a strategy that is not just about investing at home and hoping the market sets the price,” adding, “We need to invest at home and protect that investment with whatever measures are appropriate to discipline the global market to act fairly.” Mahnaz Khan, Silverado’s VP of Policy for Critical Supply Chains, further notes, “When there’s an export ban and we’re going into an area of national security concern, I think that will open up more [domestic] incentive.” The article also references Silverado’s Strategic Defense Critical Minerals report, which cautioned that China’s export bans on gallium, germanium, and antimony are just the beginning. Khan warns, “What’s more concerning are the minerals on that list that don’t have those restrictions or a ban right now. We still have a wide exposure.” See article here: https://lnkd.in/exBqeC-2 #trade #criticalminerals #rareearths #exportcontrols #exportbans
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UGC Professor of Practice. Accredited Just Transition, Climate Finance, Green Banking Specialist.
LOOKS LIKE THE RECENT TARIFF SCARE UNLEASHED IS BEING RESPONDED BY CHINA AS EXPECTED. China has banned export of certain crucial minerals to the US. When it comes to international trade, one-upmanship goes on to become counter productive. It is time for the developed countries to release that the rest of the world has become empowered and does not take things lying down anymore. Negotiations are the only way to steer clear of such trade skirmishes. "In early December 2024, China, the largest miner and refiner of critical raw materials, announced a ban on exports of three minerals – gallium, germanium, and antimony – to the United States, adding a new element to the escalating tech trade restrictions between the two countries. China currently controls 94% of the global supply of gallium, 83% of germanium, and 56% of antimony. This ban builds upon existing export controls imposed already in August 2023." https://lnkd.in/gX6DvKQ5
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dr inż., Adiunkt, Pracownia Polityki Surowcowej, Instytut Gospodarki Surowcami Mineralnymi i Energią PAN
Trade tensions between the US and China are on the rise, with China banning the export of critical minerals gallium, germanium and antimony. #antimony https://lnkd.in/d_zFjfYQ
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China bans export of key minerals to U.S. as trade frictions escalate https://lnkd.in/d9fisMZi #trade #wars #china #usa #trump #rare #materials #gallium #germanium #antimony,
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China’s recent export ban on critical minerals has demonstrated its more assertive approach to countering US actions amid growing trade tensions. https://bit.ly/3BwoRHo
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Lead Energy Finance Analyst at the Institute for Energy Economics and Financial Analysis
It was good to talk to Kandy Wong at the South China Morning Post about Australia's iron exports in the face of permanently slowing steel demand in China. The pace of China's steel demand decline appears to have taken some by surprise this year. In addition, China is aiming to produce more steel by recycling scrap - so its iron ore demand will decline even faster. In the longer term, simply digging and shipping will no longer cut it for Australia's biggest export. Australia needs to accelerate efforts to become a key global supplier to a low-carbon steel industry. Otherwise other nations will have that growth market to themselves. https://lnkd.in/gntwHPGB #ironore #steel #China #ausbiz #mining #investing
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The New York Times report detailing PRC export regulations for REEs, which now require exporters to provide step-by-step tracking details of how rare earths shipments will be utilized in Western supply chains. https://lnkd.in/d9QmajjB #SupplyChainResiliency #CriticalMineralsForum #Semiconductors
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Its all about critical minerals... China isn’t short of options when it comes to critical minerals that could be used as counters in a trade war with the US. Beijing’s ban on Tuesday covering sales to the US of gallium, germanium, antimony and superhard materials, and tighter controls on graphite, are likely an opening salvo in export controls that could be extended to dozens of niche materials if trade frictions with Washington escalate. Beijing is reminding Washington—including the incoming Trump administration—that it has a new arrow in its quiver.
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China's export ban of several critical minerals is a warning shot, showing that China is serious in going tit-for-tat with the U.S. in any trade war. But the truth is, we yet don't know what impact China's actions are going to have. One thing we do know: China is insulating its supply chain and upgrading domestic manufacturing, even as the U.S. does the same. I enjoyed speaking with Inside Trade about the potential impacts of this recent export ban, and I'll be watching to see how the relevant supply chains evolve in the coming months. https://lnkd.in/gGEJjJcK
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#Trade tensions between the #US and #China are on the rise, with China banning the export of #criticalminerals #gallium, #germanium and #antimony. #supplychain #supplydemand #graphiteinvesting #InvestingNewsNetwork #criticalmetalsinvesting https://lnkd.in/gkxA7f8E
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Former Amazon | Former U.S. Diplomat | Critical Minerals Circularity & Battery Technology Expert
Today, China announced plans to ban the export of key minerals to the U.S., including gallium, germanium, and antimony—essential for green energy, telecommunications, and defense industries. Graphite could be next. As the U.S. considers raising #tariffs on Chinese imports, it’s crucial to weigh the serious risks to industry, consumers, and #nationalsecurity. Any tariff strategy must be paired with robust efforts to reduce dependency on foreign suppliers. The U.S. should double down on initiatives like the Inflation Reduction Act (#IRA) and #CHIPSAct to expand domestic manufacturing and #criticalmineral processing. At the same time, we need a bold push to scale recycling, reuse, and remanufacturing of these materials—steps that are not just smart policy but essential for resilience and security. This is a pivotal moment for the U.S. to strengthen its supply chains while advancing the #circulareconomy. Let’s make it count! https://lnkd.in/eBujyi9V
