China Limits Rare Earth Exports

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World

Bad News for China: Rare Earth Elements Aren’t That Rare

Summary

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80% Informative

China is limiting the export of critical minerals used in many high-tech electronics, from fighter jets to wind turbines.

China ’s mineral restrictions may sound scary, but the reality is that they haven’t been very effective in the past and stand to become even less so if the US and other countries finally get their acts together.

Rare earths are a subset of elements under the broader umbrella of critical.

Belgium has emerged as a possible re-export hub that appears to pass germanium from China to the US .

The price of critical minerals has increased only slightly since the policies were first implemented, indicating that supply levels have remained steady.

But China ’s latest restrictions are more expansive, and there's already some evidence that things could be different this time.

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