7 h. ago China’s Grip on an Obscure Rare Earth Metal Threatens the West’s Militaries

China’s Grip on an Obscure Rare Earth Metal Threatens the West’s Militaries  The New York Times

Events

12 h. ago Ahead of US trade talks, China’s rare earth trade data from May sends a message

In a reflection of Beijing’s ability to quickly leverage its dominance over the critical-mineral supply chain, the value of rare earth elements exported by China last month plunged by nearly half compared with a year prior. The official data came as analysts have been saying that China’s export controls over large quantities of critical minerals are like the ultimate trump card in trade negotiations with the United States. The world’s second-largest economy exported rare earth elements worth...

Politics

37 h. ago “All roads lead back to China,” declares Dealmed CEO Michael Einhorn of his multiyear supply

“All roads lead back to China,” declares Dealmed CEO Michael Einhorn of his multiyear supply-chain odyssey  Fortune

Economics

4 d. ago The world's auto supply chain is in the hands of a few Chinese bureaucrats

The world's auto supply chain is in the hands of a few Chinese bureaucrats  Reuters

Politics

4 d. ago White House extends exclusions for Section 301 China tariffs

White House extends exclusions for Section 301 China tariffs  Supply Chain Dive

Events

5 d. ago CNBC's The China Connection newsletter: AI integration gives China supply chains an even greater advantage

CNBC's The China Connection newsletter: AI integration gives China supply chains an even greater advantage  CNBC

Politics

5 d. ago China's rare earth curbs threaten India's auto sector, EV production

China's rare earth curbs threaten India's auto sector, EV production  The Economic Times

Events

7 d. ago Boeing’s China hopes face trade war headwinds, supply chain risks: analysts

Boeing expects Chinese airlines to resume orders that were paused during the trade war with the United States, but analysts warn supply chain constraints and tariff uncertainties could slow actual deliveries. Kelly Ortberg, CEO of the American aircraft giant, said Chinese airlines have confirmed they would begin taking deliveries of Boeing planes this month after Beijing and Washington agreed to a 90-day trade truce in May. In April, Ortberg was quoted as saying that deliveries to China had been...

Events

7 d. ago Retailers shift supply chains to reduce risks from Trump’s tariffs on China

Retailers shift supply chains to reduce risks from Trump’s tariffs on China  Fox Business

Politics

7 d. ago How dependent is America’s arsenal on China’s critical mineral supply?

The US defence sector is dependent on critical minerals for its advanced weapon systems, but it has relied on China to meet its demands. As Beijing tightens export restrictions, there is a growing risk to the Pentagon’s military readiness and supply chain security. The big picture China dominates the global supply of rare earths, including more than 90 per cent of the world’s processing and refining. It also has an edge in most other critical minerals, such as refined gallium, of which it...

Politics

9 d. ago Hong Kong regains favour with investors, companies: Deutsche Bank

Hong Kong’s corporate activity and yuan-driven business have been revitalised as global market participants strengthen ties to China’s economy amid tariffs and geopolitical tensions, according to a senior executive at Deutsche Bank. Companies and investors have increased their exposure to China and hedged against the US dollar as they adjusted their supply chains and portfolios amid market volatility, said Ole Matthiessen, head of corporate banking for Asia-Pacific, Middle East and Africa,...

Economics

1 week ago Why remaining tariffs could clip Chinese airlines’ wings, and Boeing’s

Despite recent tariff cuts, remaining duties on imports from the US could force Chinese buyers of Boeing jets to pay millions of US dollars more than before and, along with worldwide delivery delays, contribute to a sharp slowdown in the growth of China’s aviation capacity, analysts said. Held back by tariffs and global supply chain constraints, China’s civil aviation passenger capacity is likely to grow by an average of 3.1 per cent a year until 2028, analysts at China International Capital...

Politics

1 week ago Boot Barn targets 5% China sourcing share for exclusive brands

Boot Barn targets 5% China sourcing share for exclusive brands  Supply Chain Dive

Events

1 week ago How China’s rare earths monopoly threatens Fortune 500 companies: ‘Its the biggest gun they have to our heads’

How China’s rare earths monopoly threatens Fortune 500 companies: ‘Its the biggest gun they have to our heads’  Fortune

Events

2 w. ago Two Bills Targeting Forced Labor in Chinese Supply Chains Reintroduced in US Congress

Two Bills Targeting Forced Labor in Chinese Supply Chains Reintroduced in US Congress  Ropes & Gray LLP

Events

2 w. ago Trump tariff pause bumps up China imports, but retail shelf supply risk remains elevated: CNBC Supply Chain Survey

Trump tariff pause bumps up China imports, but retail shelf supply risk remains elevated: CNBC Supply Chain Survey  CNBC

Politics

2 w. ago Trump tariff pause bumps up China imports, but less retail choice and higher prices are coming: CNBC Supply Chain Survey

Trump tariff pause bumps up China imports, but less retail choice and higher prices are coming: CNBC Supply Chain Survey  CNBC

Politics

2 w. ago Alibaba and DeepSeek’s home province aims to become AI hub through big spending

The provincial government of Zhejiang, home to Alibaba Group Holding and DeepSeek, has released a comprehensive policy package to accelerate artificial intelligence (AI) research, industrial growth and talent acquisition, in an effort to turn the region into a “global AI innovation development highland”. Under the plan, major companies in the AI supply chain – including those responsible for large language models, cloud computing and semiconductors – are expected to generate combined operating...

Politics

2 w. ago Opinion | China is opening a new front in its supply chain war

Opinion | China is opening a new front in its supply chain war  The Washington Post

Events

2 w. ago Chinese workshop owner arrested in Italy over labour exploitation in fashion supply chain

Police near Milan identified 10 Chinese labourers who were victims of exploitation. Six did not have proper registration, and five were also illegal immigrants.

Economics