Rare Earth Shock: China’s Export Curbs vs. U.S. Blacklists — Korean Winners (2025)
China’s Rare Earth & Lithium Export Curbs and U.S. Blacklists Are Shaking Global Supply Chains — Here Are the Korean Beneficiaries We are witnessing turbulence in global supply chains as China restricts exports of rare earths and lithium while the United States expands its blacklist sanctions. This post organizes the Korean companies that are likely to benefit from the current situation. --- Part 1. U.S.–China Tensions Escalate into a “Rare Earth War” In October 2025, China responded directly to Washington’s repeated sanctions by pulling the powerful lever of export controls on rare earths and ultra-hard industrial materials. This move is not just another trade headline; it is a strategic action aimed at the very heart of global supply chains and high-tech industries, drawing worldwide attention. In reality, U.S.–China tensions have grown beyond economic rivalry into a contest for technological supremacy and national security. The 2018 trade war began with tariffs, but ...