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Great Power Competition

Supply Chain

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Rare Earths, Explained: China's Export Controls and the November 2026 Deadline

Sep 22, 2026

•

6 min read

Rare Earths, Explained: China's Export Controls and the November 2026 Deadline

The chokepoint was never the ore. It is separation, magnet know-how, and a legal claim that follows Chinese atoms into factories on the other side of the world.

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