← Rare Earths
Critical node· Rare Earths · Critical anchor
MOFCOM export controls, Beijing
Pékin, China39.91°N 116.41°E
computed criticality30/100
reading
7 elements under licence since April 2025; magnet exports −75% in two months
2025Fault line
Since April 2025, every shipment of heavy elements and of magnets containing them requires a licence from Beijing, a regime never lifted since, despite the trade truces. The weapon is not the embargo but the administrative tap: delays, opacity, extraterritorial traceability. Western assembly lines came to a halt within weeks.
Actors
MOFCOM (Beijing)
Chinese customs
Depends on 2
Chinese separation, Ganzhou & BaotouRare Earths · Critical anchor↗Metallisation & alloys, Baotou / GanzhouRare Earths · Critical anchor↗Feeds 4
Shin-Etsu magnets, EchizenRare Earths↗Vacuumschmelze, HanauRare Earths↗EV motors & wind turbines, global industryRare Earths↗Westinghouse, VästeråsNuclear↗Shocks endured
Ford Chicago halts for lack of magnetsMay 20, 2025↗Beijing puts heavy rare earths under licenseApr 4, 2025 · epicentre↗Sources