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        <title>Desperate companies are smuggling critical metals out of China as export rules tighten</title>
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        <description>China has strict export controls on seven rare earth metals, which are critical for manufacturing in defense, energy, transportation, medicine, and aviation. Foreign buyers must guarantee that their shipments will not go instead to a third party in the United States, and further provide assurances that the metals will be used solely in non-military applications. Chinese-based suppliers who hope to export these materials or magnets must first get permission from national-level authorities, who have announced harsh penalties for any parties in violation. Firms across the world are increasingly desperate.  German manufacturing experts warn that their industries face ruin if Chinese exports do not resume soon.  Automakers in India and the US are considering production increases in China. The companies in defense and munitions manufacturing are in the worst position, as their rare earth reserves decline even as Europe and the US are ramping up defense spending. Closing scene, Nalati Grassland, Xinjiang Resources and links: China’s critical metal exports plummet as trade war curbs take effect https://www.scmp.com/economy/china-economy/article/3307410/chinas-critical-metal-exports-plummet-trade-war-curbs-take-effect China isn’t getting rid of its controls over rare earths, despite trade truce with US https://edition.cnn.com/2025/05/20/business/china-rare-earth-export-controls-analysis-intl-hnk 商务部新闻发言人就开展加强战略矿产出口全链条管控工作应询答记者问 https://www.mofcom.gov.cn/syxwfb/art/2025/art_cb45af5894ba458fad7b06d5a0b8d7a5.html https://weibo.com/7040797671/PruP65rqu?pagetype=profilefeed Rare Earth Truce or Trap? China’s Grip Still Chokes Global Supply https://agmetalminer.com/2025/05/22/rare-earths-china-global-supply/ China curbs on rare earth magnets: Electric Vehicle makers face shortage, approach govt https://indianexpress.com/article/business/china-curbs-on-rare-earth-magnets-electric-vehicle-makers-face-shortage-approach-govt-10013100/ Global supply chains threatened by lack of Chinese rare earths https://www.ft.com/content/81ba803e-9cce-4752-8432-4dde4e77c691 How critical minerals became Beijing’s ultimate trump card in US-China trade war https://www.scmp.com/economy/china-economy/article/3310921/how-critical-minerals-became-chinas-ultimate-trump-card-trade-war China targets smugglers to strengthen export controls on critical minerals https://www.scmp.com/economy/china-economy/article/3309773/china-targets-smugglers-strengthen-export-controls-critical-minerals Wall Street Journal, China to Crack Down on Rare-Earth Materials Ahead of U.S. Trade Talks https://www.wsj.com/economy/trade/china-to-crack-down-on-rare-earth-materials-ahead-of-u-s-trade-talks-c41adffe How critical minerals became Beijing’s ultimate trump card in US-China trade war https://www.scmp.com/economy/china-economy/article/3310921/how-critical-minerals-became-chinas-ultimate-trump-card-trade-war South China Morning Post Exclusive | US-China deal no relief for firms as rare earth curbs keep supply chain severed https://www.scmp.com/economy/global-economy/article/3310665/us-china-deal-no-relief-firms-rare-earth-curbs-keep-supply-chain-severed China targets rare earth export curbs to hobble US defence industry https://www.ft.com/content/d3ed83f4-19bc-4d16-b510-415749c032c1 About Lockheed Martin https://www.lockheedmartin.com/en-us/who-we-are/business-areas/missiles-and-fire-control.html US Critical Mineral Exports from China https://x.com/nathaniel_sher/status/1922474003328868450/photo/1 Tesla to Expand Production at Shanghai Plant https://www.caixinglobal.com/2021-11-29/tesla-to-expand-production-at-shanghai-plant-101811399.html</description>
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