Industrial Policy
China Rare Earth Export Controls
30-Second Executive Brief
Executive Assessment
China Rare Earth Export Controls functions as a core technology within Industrial Policy, backed by 0% sourcing coverage, with a stable competitive position.
- Maintains 0 mapped relationships across the graph
- 0% sourcing coverage across sourced relationships
- Tracked as core technology within the Industrial Policy category
Executive Snapshot
- Strategic Role
- Core Technology
- Sourcing Coverage
- 0%
- Ecosystem Influence
- High
- Strategic Momentum
- Insufficient Data
View Methodology →
Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.
Coverage
- Mapped Relationships
- 0
- Technology Domains
- 5
Strategic Implications
- Central node connecting multiple strategic ecosystems
- Directly influences technology and capital flows
- Material relevance to downstream dependency mapping
Top Opportunities
Top Risks
Critical Dependencies
China's licensing-based export-control regime covering rare earths, gallium, germanium, graphite and rare-earth permanent magnets, administered through Chinese commerce authorities. Escalated sharply in 2025-2026, including a January 2026 expansion restricting rare-earth, gallium, germanium, graphite and magnet exports to Japan (driving shipments to zero), tied explicitly to Taiwan-related policy disputes, and a partial, licensing-conditioned suspension of the parallel ban on exports to the US through November 27, 2026. Semiconductor-equipment makers dependent on rare-earth-based components (e.g., lithography-system motors and laser amplifiers) have identified the regime as a material supply-chain exposure.
Relationship Map
The relationships surrounding China Rare Earth Export Controls — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.
Connection type
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The Story So Far
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
China Rare Earth Export Controls's Timeline
A sourced, dated history of China Rare Earth Export Controls's key moments — founding to present.
Jul 2023 · Initial gallium/germanium licensing requirements announced
China announced new licensing requirements limiting exports of gallium and germanium, widely seen as retaliation against US/Japan/Netherlands semiconductor export controls imposed 2022-2023.
Jan 2026 · Expanded controls restrict rare earths, gallium, germanium, graphite and magnets to Japan
China restricted exports of dual-use materials including rare earths, gallium, germanium, graphite and magnets to Japan, explicitly tied to Taiwan-related policy disputes, driving gallium and germanium shipments to Japan to zero for the year.
Jan 2026 · Partial suspension of parallel US export ban through November 27, 2026
China suspended its export ban on gallium, germanium and antimony to the US through November 27, 2026, with exports now managed under a licensing regime that continues to bar military end-users.