China's Rare Earth Export Halt: Implications for US Military and EV Industries

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China’s new export controls on rare earth metals threaten U.S. industries, including defense and EVs, as the U.S. depends on China for these critical materials

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China's new export restrictions on rare earth metals impact key industries, with shipments stalled and U.S. entities added to its export control list

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China controls rare earth processing, leaving the U.S. dependent, despite efforts to build domestic capacity by 2027

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China's rare earth export restrictions threaten US industries, including automotive and defense, causing supply chain disruptions and increased costs

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China's rare earth export restrictions could delay US defense projects and widen the military tech gap with China

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Australia and Brazil are investing in rare earth extraction, and CSIS advises the US to support these efforts

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China's export licensing system may lead some countries to cooperate with China for rare earth supplies, as it doesn't signal a full export ban

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