Rare Earths and Geopolitics: An Increasingly Messy Mix
A prevailing narrative has emerged suggesting that China possesses a willingness to leverage its control over REMs to punish nations over disagreements in the political arena.
China rare earths ban
Don’t Worry About China’s Gallium and Germanium Export Bans
Advertisement China exported zero gallium and germanium in August. One possible reaction is that there’s no cause for alarm; shipments were double the usual size in July. Another is, as with the Hitchhiker’s Guide bowl of petunias, “What, again?” For the cause here is that the Chinese government began limiting those exports from August 1 … Read more
How Will China’s Rare Earth Export Controls Impact Japan?
Advertisement On August 1, Chinese export controls on its gallium and germanium supplies, coming in the form of stricter export licensing requirements, went into effect. Since their announcement in early July, analysts widely perceived the restrictions as a direct response to U.S., Japanese, and Dutch export restrictions on chipmaking tools to China. Japan doubled down … Read more