#china-rare-earth-export-controls

#china-rare-earth-export-controls

Chinese Foreign Minister Wang Yi stated that freedom of navigation through the Strait of Hormuz must be guaranteed, describing it as being in the 'unanimous interest' of the international community.

The Society of Motor Manufacturers and Traders is calling for UK-built vehicles, components and batteries to be granted equivalent status to EU-made products under the proposed 'Made in Europe' framework, arguing that the current draft risks undermining a deeply integrated cross-border industry.

"First of all, the Chinese have huge direct support for their auto companies. They have enough capacity in China to cover all the manufacturing, all the vehicle sales in the United States."

China's exports have decelerated as the Iran war starts to affect global demand and supply chains, according to Gary Ng, a senior economist for Asia Pacific at French bank Natixis.

China has actually closed the model performance gap, and that means that the quality of the models coming from China are becoming at a neck and neck pace with the United States.

Shipping costs have increased by more than 10 percent in the past month due to the US-Israel war on Iran. The 60-day waiver for the Jones Act aimed to lower energy costs but has had little impact on oil prices, which continue to rise amid the ongoing conflict.

China controls the overwhelming majority of global rare earth processing capacity, a figure that has remained structurally stable for nearly two decades despite sustained Western policy attention. The problem has never been geology. It's always been industrial chemistry at scale.

Nvidia's Q3 FY2026 earnings call revealed China data center revenue grew sequentially on "export-compliant copper products," but CFO Colette Kress noted it "remains well below levels prior to the onset of export controls." Nvidia has been selling export-compliant chips to China for two years, and China previously represented 20-30% of revenue share. NVDA is up 0.77% over the past week while Advanced Micro Devices ( NASDAQ:AMD) surged 12%. Nvidia's stock has shown limited movement following the news, while AMD has captured significant momentum.

U.S. regulators have allegedly drafted rules that would require U.S. government approval to ship AI chips anywhere outside the U.S., according to Bloomberg, citing sources. This would give the U.S. significantly more control over companies like AMD and Nvidia.

US comments came in response to deal by Canada PM Carney to allow 49,000 EVs into Canada at 15 percent tariff, down from 100 percent. Officials of the administration of United States President Donald Trump have said that Canada will regret its decision to allow China to import up to 49,000 Chinese EVs, and that those cars would not be allowed to enter the US.

The secret to BYD's success is simple: The company makes high-tech electric and hybrid cars and sells them at incredible prices. The tiny BYD Seagull costs as little as $8,000 in China, and it's a megahit in several countries. The Chinese car industry-not just BYD but also its many competitors that also make affordable cars-is quickly taking over the world.