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New Export Controls on Rare Earths and Semiconductors
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== Why China Did This β Motivations == * '''National Security & Dual-Use Risks''': Beijing frames the controls as necessary to prevent the transfer of strategic or dual-use technologies that may compromise its security. * '''Geopolitical Leverage''': With China dominating upstream rare earth refining and magnet manufacturing, it holds significant sway over global supply chains. Tightening controls gives China bargaining power in trade and diplomatic negotiations. (Source: The Guardian) * '''Counter to External Controls''': The export curbs come in the context of U.S. and allied export restrictions on semiconductor technologies into China. This is meant to be a countermeasure in the high-tech trade war. * '''Supply Chain Reshaping''': By controlling exports of key materials, China nudges other countries to rely on Chinese processing or face licensing uncertainty. ----
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