China to impose 34 retaliatory tariff on all goods imported.jpeg
Then in 2025, China introduced the first restrictions on seven rare earth elements — most notably neodymium, used in magnets, and cerium, used in catalysts for vehicles and oil refining. The latest measures in early April marked the first time China had specifically targeted rare earths.
These export controls have raised concerns globally, as China is the leading producer of rare earths, accounting for about 80% of global supply. The restrictions have led to disruptions in supply chains for various industries, including automotive, electronics, and defense.
Businesses have been scrambling to find alternative sources for rare earths, but the limited global supply chain and China’s dominance in the market have made it challenging to mitigate the impact of the export controls.
As tensions between the U.S. and China continue to simmer, the rare earths issue remains a key point of contention. Both countries are now engaged in discussions to address the export controls and ensure a stable supply of critical minerals.
The outcome of these negotiations will have far-reaching implications for industries that rely on rare earths for their operations. The global economy is closely watching the developments in the rare earths market, as any disruptions could have significant repercussions on production and supply chains.
Overall, the rare earths export controls imposed by China have highlighted the vulnerabilities in the global supply chain and the reliance on a single country for critical minerals. As countries seek to diversify their sources and reduce dependence on China, the issue of rare earths has become a focal point in international trade negotiations.
China’s recent policy tightening on exports of products with dual civilian and military use has sparked concerns in the global market, particularly regarding the availability of critical metals like tungsten. Tungsten, known for its hardness comparable to that of a diamond, plays a vital role in various industries, including weapons manufacturing, semiconductor production, and industrial cutting machines.
According to a market analyst at Austria-based Steel & Metal Market Research, Martin Hotwagner, the average car contains approximately 300 grams of tungsten, with a significant portion being lost even through recycling processes. With supplies dwindling, Western companies are facing the prospect of running out of tungsten as early as this summer.
The implications of a potential tungsten shortage are far-reaching, as the metal is not only essential for military applications but also plays a crucial role in enhancing the properties of other metals. Its unique combination of strength and heat resistance makes it a valuable addition to alloys used in a wide range of industrial processes.
In response to the growing concerns over the availability of tungsten, companies are exploring alternative sources and technologies to mitigate the impact of potential supply chain disruptions. From exploring new mining opportunities to investing in research and development of tungsten substitutes, the industry is actively seeking solutions to ensure a sustainable supply of this critical metal.
As countries around the world navigate the challenges posed by export restrictions and supply chain disruptions, collaboration and innovation will be key in addressing the looming tungsten shortage. By diversifying sources, optimizing recycling processes, and investing in new technologies, the industry can adapt to the changing landscape and secure a reliable supply of this essential metal.
In conclusion, the tightening export controls on tungsten and other critical metals highlight the importance of strategic planning and proactive measures to safeguard the global supply chain. By staying ahead of potential disruptions and embracing innovation, companies can navigate challenges and ensure the continued availability of essential materials for various industries.
