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On March 7, 2025, workers collected machines on the assembly line on Volkswagen Automobile Factory.
Sean Galop | Getty Images | Gets the image
Seem prevent Increasing the threat of production over the rare lack of land.
The Chinese Ministry of Commerce on Saturday – Note It was ready to create the so -called “green channel” for export licenses to accelerate the process of approval by the European Union.
A spokeswoman for the Ministry of Commerce said Van hoped that the EU would take “back steps” and take measures to promote the relevant trade with high-tech products with China.
The breakthrough occurred after last week in Paris, France, Paris, France, met in Paris, France, Paris, France, met in Paris, France.
Beijing also gave a license to rare land to US Automobile Giants General Motors. Freod and manufacturer of jeep Stellantis. Reports Reuters Friday with reference to unnamed sources. The report states that the Chinese Ministry of Commerce does not respond to the fax on the comment. CNBC contacted GM, Ford and Stellantis.
The Chinese Ministry of Commerce in early April imposed export restrictions on several rare elements and magnets that are widely used in the automotive, protected and energy sector. Serb was part of the response to the US president Donald TrumpIncreasing the tariffs for Beijing products.
Some of the affected elements of rare land were critical components of both combustion engines and electric cars.
Maximilian Beotek, Executive Director and Member of the Board of the German Chamber of Commerce and Industry in China, said the announcement of the weekends was definitely a good news for the European business, but noted that it remains unclear whether the channel’s channel to large-scale firms or sectors is more widely.
“This is a huge bureaucratic monster they created, and I’m not sure they can really accelerate the process and give licenses to those who need them,” said CNBC Boutek “Europe Early edition“Monday.
The best automakers in Europe will welcome the diplomatic breakthrough, said Boek, emphasizing the need for the European bloc in improving the supply chain diversification.
Workers who transport the soil containing elements of rare land for export to Port to Lionung, Jiangsu province, China, October 31, 2010.
Stringer | Reuters
“All this impressed us is quite surprised that China is even ready to draw this map because it is a dimension of revenge towards the tariffs that have been implemented by the United States, so?
“It’s not enough to tell it, but they have to show it,” he added.
China – this The undisputed leader From the supply chain of critical minerals, accounting Approximately 60% of world -wide minerals and materials of rare land. American officials before prevent What this domination creates a strategic problem against the background of turning to more sustainable energy sources.
Some analysts compare in the industry press on the supply of rare land to magnets to The global semiconductor crisis This violated the production of cars during the Coronavirus Pandemic.
Speaking before CNBC, before China announced plans to accelerate the rare land approval in the EU, the European Car Manufacturers Association (ACEA) said some of its members risk disabled production starting from the next month.
A group of lobby cars representing similar stellantis, Rena. Ferrari. Volkswagen And Volvo said that the License of the Red Earth is a “significant” amount of time to process from the moment of April restrictions.
“In general, the world’s actions of these magnets are quite low. And given that China is the main world supplier, it meant that in the absence of these export licenses, these shares have been gradually depleted since early April,” said Jonathan O’Riardan, director of Acea International Trade.
“We gradually enter into a very, very critical moment at which these actions are now exhausted, and we will potentially see the stops,” he added.
A general look at the production lines at the Mercedes-Benz plant on June 4, 2025 in Rostat, Germany.
Florian Wigand | Getty Images | Gets the image
Acea’s warning followed the individual The sinister update from the European Association of Automobile Suppliers.
Last week, the group stated that several factories for car suppliers and production lines were already closed from recent export restrictions in Beijing, and further shutdown are expected because the rare land reserves are exhausted over the coming weeks.
Japanese automaker Suzuki MotorHowever, at the stop the production of their quick car from the Rare Borders of China, Reuters report Thursday with reference to two unnamed sources. The Press -Secretary of the Suzuki Motor did not respond to a request for comment on CNBC.
Expected demand for rare land and critical minerals grow exponentially In the coming years like The transition of pure energy is gaining pace.