Defense Business and Industry

China's rare earth export controls threaten global defense manufacturing, experts warn.

China’s recent export controls on rare earth materials are strategically aimed at reinforcing its influence over global defense manufacturing, with 95% of these critical minerals sourced from the country. Experts warn that these restrictions can severely disrupt defense supply chains, notably affecting advanced technologies like fighter jets and missiles, as they rely heavily on rare earth elements. The timing of these measures coincides with U.S. diplomatic engagements in Asia, suggesting a calculated move to leverage its mineral dominance amid rising geopolitical tensions. This development underscores the vulnerability of global defense sectors to supply shocks and emphasizes the urgent need for countries, including India, to diversify their rare earth supply sources to enhance national security and defense preparedness.

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