IEA Sees $6.5 Trillion At Risk if China Imposes Rare-Earth Curbs

The IEA warned that China’s potential rare-earth export curbs—if fully implemented—could place about $6.5 trillion of downstream production outside China at risk each year. This heightens supply-chain risk for critical minerals used in clean-energy and industrial supply chains, implying potential knock-on price and production disruptions globally.

Analysis

The IEA warned that China’s potential rare-earth export curbs—if fully implemented—could place about $6.5 trillion of downstream production outside China at risk each year. This heightens supply-chain risk for critical minerals used in clean-energy and industrial supply chains, implying potential knock-on price and production disruptions globally.