Viewing a response to: @taskmaster4450le/re-leothreads-26toisp6l
## [China freezes rare earth exports, choking global tech and defense supply chains](https://interestingengineering.com/energy/china-halts-rare-earths-export-to-u-s) With no export licenses being issued, shipments remain frozen and prices are rising fast. The U.S.-China trade war has entered a dangerous new phase of geopolitical arm-twisting. On April 4, China halted exports of key rare earth minerals and magnets in direct retaliation for the latest U.S. tariffs imposed by President Donald Trump. The freeze threatens to disrupt global supply chains across industries that depend on these critical materials—including semiconductors, electric vehicles, aerospace, and defense. The new rules require Chinese exporters to obtain licenses to ship rare earths abroad.
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China accounts for 90% of global rare earth production, and for certain heavy rare earths like dysprosium and terbium, that number was close to 99% until recently. These elements are crucial for building EV motors, drones, missiles, and a wide range of high-tech components. According to Reuters, shipments stopped immediately after the new restrictions took effect. Exporters must now wait weeks or possibly months for licenses from the Ministry of Commerce. “When asked by my clients when their cargoes will be able to leave China, we give them an estimated time of 60 days but it may actually take longer than that,” one trader told Reuters. Michael Silver, CEO of American Elements, told The New York Times that his company was advised to expect a 45-day delay. “We increased our inventory last winter in anticipation of a trade war,” he said, though he acknowledged that existing contracts can only be fulfilled for now.
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