Resilinc Special Report

Tariffs Impact Trade: How China’s Critical Mineral Export Restrictions Underscore the Importance of Global SCRM Risk Intelligence

China’s suspension of rare earth and critical mineral exports in response to escalating U.S. trade measures has underscored how tariffs impact trade. As the world’s leading producer of rare earths, China’s retaliatory action has intensified geopolitical risk, disrupted critical material flows, and triggered price volatility across sectors including defense, aerospace, and electronics. To stay ahead of cascading disruptions, organizations must leverage global SCRM risk intelligence to gain visibility into upstream dependencies and emerging exposure points. Learn how diversification, inventory strategies, and supplier shifts can preserve resilience in the face of accelerating trade realignments.
Key Insights:
  • China’s suspension of rare earth exports in April 2025 triggered global supply chain disruptions, particularly in the electric vehicle (EV), defense, and electronics sectors
  • Following a trade truce between the U.S. and China announced on May 12, 2025, there is an expectation that U.S. customers will find it easier to obtain Chinese rare earth export permits
  • Australia's Lynas Rare Earths is expanding its processing capabilities, and the U.S. is exploring domestic production and alternative international partnerships to reduce dependency on Chinese supplies