rare earth supply chain

  • India

    India's Emerging Role as the Third Pillar in Global Rare Earth Supply Chain: Strategic Opportunities and Alliances

    Nov 07, 2025 05:34 pm CST

    India is strategically positioning itself to become a crucial third pillar in the global rare earth supply chain alongside the United States and Japan. With significant raw material resources, expanding processing capabilities, and strong government backing through the Atmanirbhar Bharat initiative, India offers both production capacity and market demand that could transform the rare earth landscape currently dominated by China. Strategic partnerships through the Quad framework and growing technological capabilities position India as a key player in creating a more resilient and diversified global rare earth network.

  • China Expands Rare Earth Export Controls Ahead of Trump-Xi Meeting: Strategic Implications for Global Technology Supply Chain

    China Expands Rare Earth Export Controls Ahead of Trump-Xi Meeting: Strategic Implications for Global Technology Supply Chain

    Oct 10, 2025 01:35 am CST

    China has implemented new export restrictions on rare earth elements and related technologies, extending control over these critical minerals essential for high-tech and military applications. The regulations require special approval for foreign companies to export products containing Chinese-sourced rare earths, raising concerns about global supply chains. With China controlling 70% of mining and 90% of processing capabilities, these restrictions come just weeks before a scheduled meeting between President Trump and President Xi, highlighting ongoing trade tensions and accelerating US efforts to develop independent rare earth supply chains.