US-China rare earth clash 2.0? Fragile truce tested as tit-for-tat moves return

US-China rare earth clash 2.0? Fragile truce tested as tit-for-tat moves return

China restricted rare earth exports to 10 US firms and blocked 46 from procurement over Pentagon military designations. Managers must diversify semiconductor and battery supply chains; US-China truce fragility increases geopolitical sourcing risk.