General Chat / Discussion, page-13683

China the country are not going to let go of their REE position of dominance any time soon if ever. (In fact they'll increase it). Especially while tariffs exist, they can play the Long game and will, that's a given. Trump cannot really do the same and also he has made himself to his detriment "Mr Tariff". So these two sides are at complete loggerheads in reality. Outcome is chaos surrounding any rare earths supplies. Which is perfect for the IXR position. This mistrust is the default position now of both, words are just cheap moves on the chess board stale mate.

https://www.reuters.com/world/china/trump-says-china-has-totally-violated-agreement-with-us-tariffs-2025-05-30/

RARE EARTHS LICENSES

But a U.S. official told Reuters that it appeared China was moving slowly on promises to issue export licenses for rare earths minerals. The deal called for China to lift trade countermeasures that restrict its exports of the critical metals needed for U.S. semiconductor, electronics and defense production."The Chinese are slow-rolling their compliance, which is completely unacceptable and it has to be addressed," U.S. Trade Representative Jamieson Greer told CNBC, without specifying how that would happen.

Indeed, Reuters reported on Friday that global auto executives are sounding the alarm on an impending shortage of rare-earths magnets from China – used in everything from windshield-wiper motors to anti-lock braking sensors – that could force the closure of car factories within weeks.

Liu Pengyu, a spokesperson for China's embassy in Washington, said China has maintained communications on trade matters with U.S. counterparts since the Geneva talks, but raised concerns about U.S. export controls."China once again urges the U.S. to immediately correct its erroneous actions, cease discriminatory restrictions against China and jointly uphold the consensus reached at the high-level talks in Geneva," Liu said in a statement.