China's Export Control Strategy: Impact on U.S. Rare Earth Supply
China has implemented a comprehensive export control framework that significantly impacts the global supply of critical materials, including rare earth elements. Since 2020, China has strengthened its export control system, aligning it with international standards while also using it as a tool for geopolitical strategy. This includes imposing controls on rare earths, which are vital for various industries, including U.S. aerospace. In March, China approved a large export of yttrium oxide to the U.S., easing previous shortages caused by export restrictions. This move is part of a broader strategy where China uses export controls to manage international competition and respond to actions by other countries, particularly the United States.