IEA warns of supply chain risks
Jul 27, 2026
03:42 pm
What's the storyChina's recent export restrictions on critical minerals and rare earth elements could endanger an estimated $6.5 trillion worth of annual downstream production outside the country, the International Energy Agency (IEA) has warned.
The IEA's Global Critical Minerals Outlook 2026 report highlights that industries such as automotive, defense, clean energy, and high-tech manufacturing are particularly vulnerable due to their reliance on concentrated supply chains.






