China slashes rare-earth exports in record drop, cutting US supply by 93%; US economic activity is deteriorating

BREAKING: China’s total export volumes of rare-earth magnets fell -74% year-over-year in May, the biggest monthly decline on record. This comes after a -45% drop seen in April. Total rare-earth magnet exports reached 1.2 million kilograms last month, the least since February… pic.twitter.com/AuqJRTrVkB — The Kobeissi Letter (@KobeissiLetter) June 23, 2025 🚨US economic activity is …

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Global Supply Chain Pressure Index rises; Suez and Panama canals affected, China restricts rare-earth exports, heightening short-term goods inflation concerns.

🌍 Global Supply Chain Pressure Index rising. “Two continental shipping passages, the Suez and Panama canals, are suffering from obstructions to trade traffic.” Not good for short-term goods #inflation. H/t: @FinancialTimes pic.twitter.com/FBwiN1DIF1 — Alex Joosten (@joosteninvestor) December 21, 2023 🇨🇳 China Bans Exports of Some Rare-Earth Processing Technologies China accounted for more than two thirds …

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China Prepares To Choke Off America’s Rare-Earth Metal Supply

China will tighten reporting controls on strategic rare earth elements, according to its Commerce Ministry, in a move that could choke off America’s supply of critical minerals used in the production of electric cars and missiles. The decision is being viewed as a message to Washington about Beijing’s potential to target specific industries as a …

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