China's Move on Rare Earths
China announced the imposition of export control measures on technologies related to rare earths, effective immediately, on October 9.
According to experts, this move aims to safeguard the security and stability of global industrial and supply chains, ensuring compliant trade, rather than restricting exports.
China's policy can strengthen—not split—global supply chains and support long-term investment in green and high-tech manufacturing.
Analysts, including Li Jin, chief researcher at the China Enterprise Research Institute, and Ding Rijia, a professor of economics at the China University of Mining and Technology-Beijing, believe that China's role as a key processor of rare earths and major supplier of advanced graphite gives it the duty and incentive to maintain compliant exports.
Author's summary: China's rare earths export control aims to ensure compliant trade.
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