China’s Rare Earth Chokehold Eases – Just Enough To Keep US Hooked
China’s export controls on key rare earth elements (REEs) — particularly rare earth magnets essential for EVs, smartphones, fighter jets, and missiles — triggered a sharp drop in shipments to U.S. firms earlier this summer, disrupting production lines, including ones at Ford Motor Company. Now trade data shows a rebound in Chinese exports. Still, with Beijing controlling 90% of global REE supply, Washington has recognized the urgent need to build an “ex-China” supply chain.
The latest data from Bloomberg shows that China sharply increased exports of rare earth magnets in June — including to the U.S. Those shipments jumped to 3,188 tons in June from 1,238 tons in May, with U.S. imports rising to 353 tons from just 46 tons. Despite the rebound, exports remain depressed.
Beijing imposed REE restrictions in April on seven REEs that disrupted global supply chains and prompted President Trump to secure a trade truce. China has resumed shipments, but the volume is insufficient to meet all demand.
The Trump administration has recognized that America’s heavy reliance on imported REEs poses a growing national security risk and is now urgently working to map out an “ex-China supply chain.” Earlier this month, Morgan Stanley’s metals and mining team outlined the coming REE revolution — and how investors can profit from it (read here).
In addition to Morgan Stanley’s REE report, the current trends in the space include the Pentagon and Apple taking stakes in MP Materials. This is part of Washington’s re-shoring of REEs.
Rare Earths and permanent magnets are required for key defense applications…
Recall that one year ago, in our April 2024 note titled “Next Big Mineral Trade Revealed by Morgan Stanley,” we identified MP Materials as “one company that stands to benefit” from the restoration of America’s rare earth supply chain.
Tyler Durden Mon, 07/21/2025 – 06:55
Source: https://freedombunker.com/2025/07/21/chinas-rare-earth-chokehold-eases-just-enough-to-keep-us-hooked/
Anyone can join.
Anyone can contribute.
Anyone can become informed about their world.
"United We Stand" Click Here To Create Your Personal Citizen Journalist Account Today, Be Sure To Invite Your Friends.
Before It’s News® is a community of individuals who report on what’s going on around them, from all around the world. Anyone can join. Anyone can contribute. Anyone can become informed about their world. "United We Stand" Click Here To Create Your Personal Citizen Journalist Account Today, Be Sure To Invite Your Friends.
LION'S MANE PRODUCT
Try Our Lion’s Mane WHOLE MIND Nootropic Blend 60 Capsules
Mushrooms are having a moment. One fabulous fungus in particular, lion’s mane, may help improve memory, depression and anxiety symptoms. They are also an excellent source of nutrients that show promise as a therapy for dementia, and other neurodegenerative diseases. If you’re living with anxiety or depression, you may be curious about all the therapy options out there — including the natural ones.Our Lion’s Mane WHOLE MIND Nootropic Blend has been formulated to utilize the potency of Lion’s mane but also include the benefits of four other Highly Beneficial Mushrooms. Synergistically, they work together to Build your health through improving cognitive function and immunity regardless of your age. Our Nootropic not only improves your Cognitive Function and Activates your Immune System, but it benefits growth of Essential Gut Flora, further enhancing your Vitality.
Our Formula includes: Lion’s Mane Mushrooms which Increase Brain Power through nerve growth, lessen anxiety, reduce depression, and improve concentration. Its an excellent adaptogen, promotes sleep and improves immunity. Shiitake Mushrooms which Fight cancer cells and infectious disease, boost the immune system, promotes brain function, and serves as a source of B vitamins. Maitake Mushrooms which regulate blood sugar levels of diabetics, reduce hypertension and boosts the immune system. Reishi Mushrooms which Fight inflammation, liver disease, fatigue, tumor growth and cancer. They Improve skin disorders and soothes digestive problems, stomach ulcers and leaky gut syndrome. Chaga Mushrooms which have anti-aging effects, boost immune function, improve stamina and athletic performance, even act as a natural aphrodisiac, fighting diabetes and improving liver function. Try Our Lion’s Mane WHOLE MIND Nootropic Blend 60 Capsules Today. Be 100% Satisfied or Receive a Full Money Back Guarantee. Order Yours Today by Following This Link.
| Visits: | 1,711,422,970 |
| Stories: | 8,457,479 |
Whistler Blowers, Insiders
