.-') _ .-') _ | |
( OO ) ) ( OO ) ) | |
.-----. ,--./ ,--,' ,--./ ,--,' | |
' .--./ | \ | |\ | \ | |\ | |
| |('-. | \| | )| \| | ) | |
/_) |OO )| . |/ | . |/ | |
|| |`-'| | |\ | | |\ | | |
(_' '--'\ | | \ | | | \ | | |
`-----' `--' `--' `--' `--' | |
lite.cnn.com - on gopher - inofficial | |
ARTICLE VIEW: | |
Trump says Xi agreed to restart flow of crucial minerals, but analysts | |
say China won’t give up its ‘rare earth card’ | |
By Nectar Gan, CNN | |
Updated: | |
3:33 AM EDT, Sat June 7, 2025 | |
Source: CNN | |
US President Donald Trump said Chinese leader Xi Jinping has agreed to | |
restart the flow of crucial rare earth materials, after announcing a | |
new round of US-China trade talks will be held in London on Monday. | |
Trump made the comments a day after holding his long-awaited phone call | |
with Xi, during which the two leaders agreed to stalled over mutual | |
accusations of violating the truce reached in Geneva last month. | |
For Washington, a major sticking point has been China’s export | |
restrictions on rare earth minerals and magnets, which are essential | |
for everything from cars to fighter jets, and critical to American | |
industries and defense. | |
In the weeks since the fragile detente, Washington has accused Beijing | |
of slow-walking approvals for rare earth exports and reneging on its | |
promise made in Geneva, with Trump expressing increasing urgency to | |
speak to his Chinese counterpart to iron things out. | |
After a 90-minute call on Thursday, Trump said he and Xi had | |
“straightened out” some points related to rare earth magnets, | |
describing it as “very complex stuff.” But he did not specify what | |
exactly had been agreed upon. | |
Asked Friday if Xi had agreed to restart the flow of rare earth | |
minerals and magnets, Trump told reporters abroad Air Force One: | |
“Yes, he did.” He did not further elaborate on how fast that would | |
happen, or the volume of the materials that would be released. | |
The Chinese readout of the call did not mention rare earths. Instead, | |
it quoted Xi as saying that China had “seriously and earnestly” | |
complied with the trade truce agreement. | |
Asked about it at the Chinese foreign ministry’s daily briefing on | |
Friday, a spokesperson sidestepped the question, saying it was a matter | |
for other agencies to address. | |
China, which controls 90% of the global processing of rare earths, | |
imposed export restrictions on some minerals and magnets on April 4 at | |
the height of the tariff war, after Trump slapped “reciprocal” | |
levies on Chinese goods. The new system does not ban exports outright, | |
but requires government approval for each shipment. | |
Chinese scholars who advise the government suggested on Thursday that | |
Beijing is not ready to give up the powerful leverage bestowed by its | |
dominance on the rare earth supply chain – and may seek to use it to | |
get Washington to ease its own export controls aimed at blocking | |
China’s access to advanced US semiconductors and technologies. | |
While American businesses are likely to see more shipments approved in | |
the next couple of weeks, the export licensing regime is here to stay, | |
said Wu Xinbo, director of the Center for American Studies at Fudan | |
University in Shanghai. | |
He noted that, according to official rules set by China’s Commerce | |
Ministry, applications for export licenses can take up to 45 working | |
days to be approved. | |
“In principle, I can agree to export to you, but I can speed things | |
up or slow them down. In reality, on a technical level, it also depends | |
on the overall bilateral trade and economic atmosphere,” he said. | |
“If the bilateral relationship is good, then I’ll go a bit faster; | |
if not, I’ll slow down. But you can’t say I’m violating the | |
agreement – I’m still following the standard procedures.” | |
Some Chinese suppliers of US companies have recently received six-month | |
export licenses, the American Chamber of Commerce in China said Friday, | |
but it noted that uncertainty remains amid a large backlog of license | |
applications. | |
Jin Canrong, a professor of international relations at Renmin | |
University in Beijing, said the importance Trump attaches to rare | |
earths shows how effective China’s “rare earth card” is. | |
“I hadn’t realized just how important this rare earth card was | |
before. Now the US side is clearly anxious and eager to resolve this | |
issue,” he in a video on social media on Thursday. “But of course, | |
we’ll link this issue to others – the US is restricting China on | |
chips and jet engines, then China certainly has every reason to make | |
use of this card.” | |
“As for whether China will change its rare earth export control | |
policy, that probably still needs to be negotiated in more detail” | |
Jin added. | |
Some Chinese scholars have expressed hope that US technology | |
restrictions on China may now be up for negotiation, after Trump | |
announced that Commerce Secretary Howard Lutnick – whose department | |
overseas US export controls – will join Treasury Secretary Scott | |
Bessent and Trade Representative Jamieson Greer in the next round of | |
trade talks. | |
“The issue of US export controls may no longer be an area that is | |
completely non-negotiable in the future,” Cui Fan, an economics | |
professor at the University of International Business and Economics in | |
Beijing and advisor to the Chinese Commerce Ministry, wrote in a social | |
media post. | |
Beijing has insisted that its export controls are in line with | |
international practices, non-discriminatory and not targeted at any | |
specific country. | |
Hours before the two leaders jumped on the phone on Thursday, a | |
spokesperson for China’s commerce ministry reiterated that stance at | |
a regular news conference, citing the “clear dual-use attributes” | |
of rare earth materials. Dual-use items refer to those with both | |
civilian and military applications. | |
“The Chinese government reviews export license applications for | |
dual-use items in accordance with laws and regulations, and for | |
applications that meet the requirements, China will grant approval to | |
promote and facilitate compliant trade,” spokesperson He Yongqian | |
said. | |
The strict licensing system has significantly disrupted the global | |
supplies of these materials and triggered production turmoil across | |
industries in America and Europe, among officials and businesses alike. | |
A survey of member companies conducted by the American Chamber of | |
Commerce in China late week found that, among those affected by rare | |
earth export controls, 75% say their stock would run out within three | |
months. | |
Following a meeting in Paris this week, the European Union’s trade | |
commissioner Maros Sefcovic he informed Chinese commerce minister Wang | |
Wentao about the “alarming situation in the European car industry” | |
as a result of China’s rare earth throttlehold. | |
In a statement Saturday, China’s commerce ministry said that during | |
his visit to Europe, Wang pledged to address the EU’s concerns and | |
establish a “green channel” for eligible applications to expedite | |
approvals. | |
<- back to index |