After tightening restrictions during the tariff tit-for-tat in April, China has further amped up controls on the minerals, which are essential for the tech and auto industries. It’s the latest move in a rare earth cold war, but in the longterm it might backfire, accelerating US efforts to become self-sufficient. [Link: China puts new limits on rare earths as Xi’s meeting with Trump looms | https://www.washingtonpost.com/world/2025/10/09/china-rare-earths-export-controls-trump-xi/ | washingtonpost.com]

Wider restrictions on rare earths, other items intended to give Beijing greater leverage in coming negotiations with the US, analysts said.

Beijing's monopoly over rare earths is a key bargaining chip in its trade negotiations with the US.