Beijing’s Rare Earth Controls Risk Undermining China as a Reliable Supplier, EU Chamber Warns
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China’s expanding export-control regime is becoming a growing source of concern for Europe, with an EU business association warning that Beijing’s latest restrictions on rare earths risk disrupting global supply chains and undermining the country’s standing as a reliable supplier.
Beijing’s export controls, while still officially framed as tools to prevent the spread of dual-use goods, have increasingly been “repurposed as strategic trade measures,” mirroring a broader shift already seen in the U.S., according to a report released Tuesday by the European Union Chamber of Commerce in China (EUCCC).
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- EUCCC warns China's Oct. 9 export controls on rare earths, battery tech risk disrupting supply chains; suspended until Nov. 2026.
- China dominates: 60% global rare earth mining, 91% refining; EU deficit €305.8B in 2024, sources most from China.
- 1/3 affected EU firms diverting sourcing; calls for narrower controls, transparency.
- China Macro Group
- China Macro Group is a Europe-based consulting and research firm. Its co-founder and managing director, Markus Herrmann Chen, analyzed Chinese export-control measures since 1997, noting their shift from dual-use prevention to geoeconomic tools like supply chain chokepoints, decoupling, political deterrence, and trade retaliation.
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