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Critical minerals, concentration and chokepoints in global supply chains, measured with official data.
China’s critical-mineral export controls have become Beijing’s most direct form of economic leverage over the United States and its allies. Since 2023 China’s commerce ministry, MOFCOM, has put gallium, germanium, graphite, antimony, tungsten and seven heavy rare earths under export licensing,…
Shipping costs US to Asia are surging in October 2026. See container, tanker, grain and air cargo rates, and who is profiting versus who pays, with sources.
Rare earth export controls and the US-China truce to Jan. 10, 2027: what China’s licensing does, what the summit left open and the deadlines ahead.
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