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…
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