China’s 2026 Export Controls Redraw the Global Supply Chain Map
rareearthexchanges.com · 659 words · saved by 1 readers
China export controls on critical minerals create structural dependency for Europe. 80%+ firms affected. 20-30 year recovery timeline.
Highlights Multi-institutional analysis reveals China controls 90% of rare earth processing and dominant shares of tungsten (80%) and antimony (60%), with 2025-2026 export controls triggering sixfold price spikes and licensing approval rates below 25% for European firms. Over 80% of European companies depend on Chinese supply chains for critical minerals essential to defense, EVs, and renewable energy—with independent alternatives requiring 20-30 years to rebuild, far exceeding current geopolitical windows. China weaponizes control, not scarcity: temporary, reversible restrictions…
saved by
related reading
- THE-DOMINANCE-Act-One-pager.pdfyoungkim.house.gov
- Critical Mineral Chokepoints Extend Far Beyond Mining and Refiningrhg.com
- EVERY SUPPLY CHAIN IN THE WORLDmindslice.substack.com
- 2028: Two scenarios for global AI leadership \ Anthropicanthropic.com
- The Burn and the Choke: Why Semiconductor Controls Will Outlast China’s Rare Earth Weaponwarontherocks.com
- CP_189_0.pdfiss.europa.eu
- China's Rare Earths Duopolychinatalk.media
- China’s rare earth export curbs push U.S. to look to Brazil - Rest of Worldrestofworld.org
- How China hopes to secure its supply chain for critical minerals | MIT Technology Reviewtechnologyreview.com
- Running on Ice: China’s Chipmakers in a Post-October 7 World – Rhodium Grouprhg.com
- Which industries will China dominate?noahpinion.substack.com
- CSR101_Feb4.inddassets.cfr.org