The U.S.-China trade war is heating up, as Beijing moves to restrict rare earth exports—an essential component for electric vehicles and semiconductors. This sharp escalation is already hitting automakers like Tesla and General Motors, and sending shockwaves through high-tech supply chains worldwide. More than a response to U.S. tariffs, this move signals a strategic battle over future tech dominance.
In response, countries are racing to form rare earth alliances and overhaul global supply chain structures. The stakes are high: businesses that fail to adapt quickly risk losing their competitive edge in an increasingly volatile market.