📊Executive Summary

China has announced new export controls on rare earth materials, effective December 1, 2025, which will require foreign companies to obtain licenses for exporting products containing Chinese-origin rare earth elements. This move is expected to impact global supply chains significantly, particularly in sectors reliant on semiconductors, AI systems, and defense technologies. The restrictions may lead to supply shortages and increased prices for critical components, affecting industries such as automotive and electronics. Companies should prepare for potential disruptions and consider adjusting their sourcing strategies accordingly....