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Rare earths, chips and batteries – what China can and cannot weaponise

The weaponisation of critical materials was not a bridge that Beijing crossed in the early years of its trade war that began with Washington in 2018. But China has grown more confident, and leadership has shifted from hesitation to measured assertiveness on critical-material controls, as demonstrated in its actions this year amid trade tensions with Washington, according to Morgan Stanley researchers. With such leverage in mind, this explainer uses their report – “Navigating China’s Export...


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