US Undersecretary Jacob Helberg discusses Washington's strategy to reduce dependence on China for rare earths and AI technology by rallying allies and securing alternative supply chains, citing past Chinese export controls that impacted allies like Japan and Europe.
A $96 million US Department of Defense deal with Australian firm Lynas for rare earth elements, crucial for modern tech and weapons, faces Malaysian pushback. Locals and NGOs urge the government to block the deal or ensure materials aren't used in weapons, citing US support for Israel amid the Gaza conflict.
A study in 'Defence Industry Conversion in China' highlights Yunnan province's role as an "irreplaceable gateway" to Indochinese resources. It proposes Yunnan as a land-based lifeline for critical mineral supply, mitigating China's reliance on the Strait of Malacca and enhancing supply-chain resilience.
US rare earths producers, backed by billions in government support, are exporting products to Japan and South Korea due to underdeveloped domestic demand and larger magnet manufacturing scales in Asia. Despite national security concerns over China's dominance, American companies are still building their supply chains.
Lynas Rare Earths has partnered with South Korea's JS Link to develop a magnet factory in Kuantan, Malaysia. The factory will produce 3,000 tonnes of magnets annually and is expected to create up to 400 jobs. Lynas will invest A$50 million in JS Link shares.
馬來西亞國會將於16日舉行聽證會，審查澳洲林納斯稀土公司與美國五角大廈9600萬美元的稀土供應協議。該協議因稀土可能用於以色列在加薩的武器而引發抗議，馬來西亞議員黃基全表示，聽證會將查明協議細節，並評估是否違反當地政策，以制定未來稀土產業政策。
Despite controlling global rare earth mining and processing, China's dominance is structurally weak. A study reveals the US and Japan hold core patents for advanced rare earth functional materials, crucial for high-tech applications, indicating a gap in higher-value downstream technologies.
Brazil's President Lula secured a beef export deal with China, criticizing US tariffs. Chinese Venezuelans aided earthquake victims in Venezuela. The EU proposed a rare earths partnership to Brazil, aiming to reduce reliance on China.
The EU has ended its exemption for parcels valued under €150, imposing a €3 levy on low-value imports, primarily from China. This move aims to address unfair competition from platforms like Temu and Shein and ensure product safety standards are met.
Senator Steve Daines voiced concern over "unfortunate developments" and "escalation on both sides" regarding new regulations that prohibit supplying dual-use goods to 10 Chinese companies and ban worldwide transfers of China-origin dual-use items to them.
Senator Steve Daines voiced concern over "unfortunate developments" and "escalation on both sides" regarding new regulations that prohibit supplying dual-use goods to 10 Chinese companies and ban worldwide transfers of China-origin dual-use items to them.
EU Commissioner Jozef Sikela offered Brazil a "more beneficial" critical minerals partnership, promising investment in domestic refining and technology to reduce EU reliance on China. This comes as Brazil, with vast rare earth reserves, seeks to process minerals locally, attracting competition from the US and China.
Japan confirmed Wednesday that two Japanese nationals have been detained in China since May for allegedly violating import/export laws. One detainee works for a Japanese electric machinery maker's China subsidiary, reportedly taken into custody in Dalian. China confirmed the detentions, stating they were in accordance with Chinese law and urged Japan to ensure its citizens and companies comply with regulations.
중국이 미국 방산·드론·희토류 기업 10곳에 대해 이중용도 품목 수출 통제 조치를 단행했다. 관영 매체는 이를 대만 무기 판매망을 겨냥한 조치로 분석하며, 대만 독립 세력 지원 차단을 주장했다.
China has added 10 US firms, including MP Materials and USA Rare Earth, to its export control list and restricted 46 from government procurement. Analysts warn this escalation tests the fragile US-China truce, imposed in response to US actions against Chinese tech firms.
China has imposed export controls on 10 US defense and rare earths companies and banned government procurement of products from 46 other US firms, escalating economic tensions. This move is a direct response to the US expanding its blacklist of Chinese companies.
Çin, ABD'nin bazı Çinli şirketleri "askeri şirketler" listesine eklemesine misilleme olarak, aralarında Lockheed Martin, Raytheon ve Boeing iştiraklerinin bulunduğu 46 ABD şirketini kamu ihalelerinden men etti. Ayrıca 10 ABD şirketine de ihracat yasağı getirildi.
China sanciona 46 empresas americanas e suspende exportações de itens de dupla utilização para produtoras de terras raras e fabricantes de motores, em resposta a lista do Pentágono que inclui companhias chinesas ligadas a atividades militares.
China suspendeu exportações de itens de dupla utilização para empresas americanas como MP Materials e Aveox, citando práticas maliciosas dos EUA. Em resposta, sanções foram impostas a 46 outras empresas americanas, impedindo compradores chineses de adquirir seus produtos.
China has imposed export controls on 10 US defense and rare earths companies and banned government procurement of products from 46 US firms, escalating economic tensions. This move is a direct response to the US expanding its blacklist of Chinese companies.
A new book by NYT reporters claims Treasury Secretary Scott Bessent expressed concerns that Ukrainian President Volodymyr Zelensky would disrupt the signing of a rare earth minerals deal with the US, reportedly calling him a "little f**ker" and comparing him to "Mr. Bean on crack."
Japan's Prime Minister Sanae Takaichi proposed to G7 leaders the coordination of critical mineral stockpiling, including rare earths, to counter China's supply chain dominance. This initiative, aimed at addressing supply chain vulnerabilities exacerbated by recent conflicts, is criticized for lacking vision and potentially increasing regional tensions and conflict.
India is partnering with Russia's Rosneft to explore Siberia's rare earth deposits, aiming to secure critical mineral supplies for EVs and electronics. This collaboration, stemming from the India-Russia summit, seeks to develop processing technologies and produce rare-earth magnets, addressing India's import dependency and past supply disruptions.
India is partnering with Russian oil giant Rosneft to study Siberia's rare earth deposits. This collaboration aims to secure vital mineral supplies for electric vehicles and electronics, reducing India's import dependency and mitigating risks from past export disruptions.
