(Reuters) – Export restrictions in the rare lands of the global cargo supply of the global car supply supply, US President Brought US President Donald Trump to the US President Donald Trump. However, it is a great headache for companies who are already struggling with a slow economy.
Taking revenge in Beijing in rare land and magnetic exports, magnetic manufacturers’ sea sales also stopped offshore sales of magnetic manufacturers, when they face a poor economy and main markets – EVS.
The pain of magnetic manufacturers, the United States to drive rare lands after China after China, because it still announced an agreement with China on June 27.
It will take time to carry out any agreement, Baotou rare Earth Products Exchange, a trading platform supported by the state, the assembly of inventions in the inventory warehouses, 12 hours after a post.
Two months after the export of the export crabs, a 75% decrease in magnetic exports was stopped in several global car manufacturers to produce several global cars.
Restrictions, some local magnetic manufacturers caused a “crisis” for the exchange of Baotou, the first of the inner Mongolia, the first of China’s rare lands, in May.
China produces 90% of the world’s magnets used in the world and consumes most of the total revenues in 2024, in 2024, in 2024, from 18% to 50% of the total income in 2024.
“Their sales are now squeezed on both sides – the head of household demand and household demand, the head of the metal prices in the information provider,” he said.
“They have temporarily lost an important part of the customer base about they will be restored.”
Rare lands are politically sensitive in China, and several basic lands, a rare land company, directly commented on how controls would affect their work.
However, two rare ground magnetic manufacturer Reuters revenues are expected to fall this year, taking into account the sensitivity of this year, he said.
“This will have a great impact on exports, although it is difficult to say so far, the more harmful of the damage is that the rare earth requires anonymity for the sensitivity of the issue.
Small and medium-sized manufacturers reduce production by another source, as well as another source of knowledge of the issue, as well as 15%.
Export evaluated the effect of Curbs
The United States’s ChipMaker Nvidia is the victims of their importance to the rare earth of China.
The magnetic manufacturers of Washington’s tariffs were held in the geopolitical intersection, and the magnetic manufacturers shared by the exported magnetic producers, decreased in April after exercise. But they fell down over the past three months.
Ribaund does not appear to be based on any acceptable forecast of the industry’s future, Cory Tarres, Consultant Trivium Head of the Chief of Critical Mineral Research in China.
“I can see different market outlooks, but none of the stock price is constantly increasing, as we have seen,” he said.
Many magnetic manufacturers are also private, so price prices will tell you only a limited story.
Many manufacturers have already encountered poor conditions, including a price war between electric vehicle manufacturers, a price war between the electric vehicle segment, which has seen the suppliers of manufacturers.
In addition, the high-specific nature of many magnetic products, which forced the magnetic manufacturers during the waiting of high-specific nature, forces the magnetic manufacturers of magnetic manufacturers who say four sources are talking about.
Challenges can wave consolidation
The magnetic manufacturer of magnetic, Baotou Tianhe Magnetics Technology CO noted the leption of exports in late April and reduced export revenues if the international situation worsens.
Yantai Zhenghai Magnitics took export licenses last week and production became normal. For special operational results, investors referred to the upcoming financial documents.
However, the previous status quo is a quick turn, rare earth controls are unlikely to be implemented in a similar way, including other critical minerals, including Argus’ Saklatvala.
China has introduced export control over German and antimons in 2023 and 2024.
Europe receives only a small part of the anti-people brought from China before export control in last September. The shortcomings are already leading to big problems for lead acid batteries encountered in gasoline engines.
“China looks at the latest export control in other critical minerals – it is clear that this can sometimes take longer to continue and normalize exports,” Saklatvala said.
The large amount of information required by export licenses officials is a permanent change for industry that will add delays and expenses for manufacturers.
“There is no return in some sense,” he said.
His hundreds of manufacturers, in an industry, said that the pressures can cause consolidation.
“I don’t know that Beijing sees like something bad because there is more consolidation materials are used for where and the concept.”
(Reported by Reuters employees; regulation by Lewis Jackson and Sonali Paul)