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The Guardian - UK
The Guardian - UK
World
Peter Beaumont

China trade war poses threat to US arms firms’ rare earths supply, analysts warn

An F-35 jet in flight
Rare-earth minerals are used in a number of key US defence systems, including F-35 fighter jets. Photograph: Rick Bowmer/AP

America’s advanced weapons manufacturers are likely to face a critical shortfall of key rare-earth minerals that they import from China as a consequence of Donald Trump’s escalating trade war with Beijing.

New export licensing restrictions imposed by China on seven rare earths are like to cause disruptions in supply to more than a dozen US defence and aerospace companies involved in the production of everything from fighter jets to submarines and drones, the Center for Strategic and International Studies said in a commentary.

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