US officials – concerned about the trade deal with China – are considering revoking authorizations granted in recent years to chipmakers Samsung, SK Hynix and TSMC, making it difficult to get US goods and tech for their plants in China
China's global exports of antimony are now just a third of the levels seen this time last year
China has not budged on specialized rare earths, such as samarium, which are needed for military applications and outside the fast-track trade deal agreed in London
Notorious ethnic group in northeast Myanmar is guarding new Chinese-run rare earth mines in Shan State, where chemicals are used to flush the minerals out of local mountains, creating another toxic runoff concern for Thailand
China has agreed to supply rare earth exports, while the US will drop some recent measures and allow Chinese students to access US universities under an initial trade deal discussed in London
The carmaker should be able to produce electric vehicles or hybrid cars without disruptions "for at least about one year”
Talks going well, Lutnick says; US officials are expected to drop restrictions imposed recently on a range of technology and other products to China in return for better access to rare earth exports
Dialogue on Beijing's rare earth blockade has now become part of its negotiations on the EU's tariffs on China-made EVs, and it signals China's willingness to use its dominance in the critical industry as leverage
A new round of trade talks between US and Chinese officials got underway in London on Monday. They will focus on export controls on rare earths, chips and other issues.
A licensing system set up by China for exports of rare earth magnets gives it leverage similar to America's chip export controls because of its near-monopoly on the sector.
China has introduced a tracking system for rare-earth magnets; producers have to submit details online on trading volumes and client names, as it looks to curb access
China's failure to lift export curbs on critical minerals, as promised in Geneva, has heightened concerns by carmakers and other firms that rely on rare earths