China hits back at Canada with fresh agriculture tariffs

3. Ships owned or operated by enterprises with a US shareholding of more than 25%
Doesn't fully answer my question. That could be a single hull or a thousand. And not all are likely to make port calls in China.
 
So Pakistan started delivery of rare earth metals, $500 million deal, to USA.
Reportedly China has reacted in its own way as it will undermine China's rare earth exports controls to USA.

Here is news snippet from Asia Times.

China has announced new measures restricting the export of its rare-earth extraction technologies after learning that Pakistan uses Chinese equipment to produce niche metals for the United States.

The new rules, issued by the Chinese Commerce Ministry, cover rare‑earth production, processing and separation equipment, as well as related raw and auxiliary materials. Overseas rare earths producers need to apply for export licenses from the Chinese government to obtain China’s extraction technologies and separation equipment

Yahoo also corroborated the export

 
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Doesn't fully answer my question. That could be a single hull or a thousand. And not all are likely to make port calls in China.

8 of the world's top 10 ports are in China.

Global port throughput in 2024 was 937 million TE, and China's port throughput was 332 million TEU, accounting for 40%.

China's ban is not really aimed at American shipyards, we know the US shipbuilding capacity is about zero. China's ban is aimed at American capital, and it will expel American capital from global shipping.
 
China has dramatically expanded export controls on rare earths and related technologies, in a move that intensifies its grip on global supply chains and raises tensions with the United States ahead of an expected meeting between Presidents Donald Trump and Xi Jinping later this month.

The new rules, announced Thursday by the Ministry of Commerce and China Customs, will take effect on November 8, just two days before the current U.S.–China trade truce expires on November 10. The measures restrict exports of rare-earth extraction and separation technologies, synthetic diamond powders, single crystals, diamond wire saws, and related materials.

They also ban exports of certain middle and heavy rare-earth metals, alloys, oxides and compounds, and limit exports of lithium-battery components and artificial graphite materials. Overseas producers using Chinese extraction technologies or materials must now obtain export licenses from Beijing.


The rules were announced days after Pakistan signed a memorandum of understanding on September 8 with U.S. Strategic Metals to produce critical minerals using Chinese-supplied extraction equipment — a development that, according to regional analysts, may have prompted Beijing’s swift reaction.

China controls over 60% of global rare-earth production, around 70% of lithium and cobalt refining, and over 90% of battery-grade graphite output, giving it a dominant position in critical minerals essential to advanced manufacturing and defense technologies.

Following the announcement, shares in Chinese producers surged: China Northern Rare Earth Group rose 10%, China Rare Earth Resources and Technology gained 9.97%, and Shenghe Resources climbed 9.4%. U.S.-based firms also jumped, with Critical Metals Corp up 25%, Energy Fuels gaining 9%, and USA Rare Earth rising 15%.


The White House said it was “closely assessing any impact” from China’s new measures, which were imposed “without notice” and “appear aimed at tightening control over global technology supply chains.”

President Trump responded in a lengthy post on Truth Social late Thursday, calling China’s move “very hostile” and accusing Beijing of attempting to “hold the world captive.”

“Some very strange things are happening in China,” Trump wrote. “They want to impose export controls on each and every element of production having to do with rare earths… There is no way that China should be allowed to hold the world captive.”


He said the U.S. would respond with “a massive increase of tariffs on Chinese products” and hinted at further countermeasures “now under serious consideration.”

“Ultimately, though potentially painful, it will be a very good thing in the end for the U.S.A.,” Trump added, describing the restrictions as part of Beijing’s “plan to financially hold the world hostage.”

The Ministry of Commerce also announced that foreign defense users will not be granted export licenses, and that shipments related to 14-nanometer or more advanced chips, 256-layer memory chips, and AI research with potential military applications would require individual review.


Analysts say the move is designed to increase Beijing’s leverage ahead of the APEC summit in South Korea, where Trump and Xi are expected to meet for the first time in months.

“We’re likely entering a period of structural bifurcation — with China localizing its value chain and the U.S. and allies accelerating their own,” said Neha Mukherjee, rare-earths analyst at Benchmark Mineral Intelligence.
 
Truth Details
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Avatar
Donald J. Trump
@realDonaldTrump

It has just been learned that China has taken an extraordinarily aggressive position on Trade in sending an extremely hostile letter to the World, stating that they were going to, effective November 1st, 2025, impose large scale Export Controls on virtually every product they make, and some not even made by them. This affects ALL Countries, without exception, and was obviously a plan devised by them years ago. It is absolutely unheard of in International Trade, and a moral disgrace in dealing with other Nations.

Based on the fact that China has taken this unprecedented position, and speaking only for the U.S.A., and not other Nations who were similarly threatened, starting November 1st, 2025 (or sooner, depending on any further actions or changes taken by China), the United States of America will impose a Tariff of 100% on China, over and above any Tariff that they are currently paying. Also on November 1st, we will impose Export Controls on any and all critical software.

It is impossible to believe that China would have taken such an action, but they have, and the rest is History. Thank you for your attention to this matter!

DONALD J. TRUMP
PRESIDENT OF THE UNITED STATES OF AMERICA
 
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Truth Details
2936 replies


Avatar
Donald J. Trump
@realDonaldTrump

It has just been learned that China has taken an extraordinarily aggressive position on Trade in sending an extremely hostile letter to the World, stating that they were going to, effective November 1st, 2025, impose large scale Export Controls on virtually every product they make, and some not even made by them. This affects ALL Countries, without exception, and was obviously a plan devised by them years ago. It is absolutely unheard of in International Trade, and a moral disgrace in dealing with other Nations.

Based on the fact that China has taken this unprecedented position, and speaking only for the U.S.A., and not other Nations who were similarly threatened, starting November 1st, 2025 (or sooner, depending on any further actions or changes taken by China), the United States of America will impose a Tariff of 100% on China, over and above any Tariff that they are currently paying. Also on November 1st, we will impose Export Controls on any and all critical software.

It is impossible to believe that China would have taken such an action, but they have, and the rest is History. Thank you for your attention to this matter!

DONALD J. TRUMP
PRESIDENT OF THE UNITED STATES OF AMERICA
The man is angry, China hits the ball where it hurts, the strictest REM and related tech controls just announced. The guy's idea is that only US can impose controls, sanctions and tariffs on China and others, lol. When does the lunatic become the guardian of other countries' interests, I thought he always wants mighty US against the rest of the world, lol.
 
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Pakistan´s current admin is losing friends in the region. The most retarded admin is at the helm now who are jewish and American wannabes.

They had always zero relations with india but is now losing both Afghanistan and China for the most stupid reasons. These two are their most valuble friends stragetic depth wise and they are being fished out by Delhi. It is entirely this regime who is pushing them away.

When a bunch of Hinduvata run regime beats you in geopolitics it means you simply suck. They didn´t outfox Pakistan but our own admin outfox´ed itself chose this. When it comes to geopolitics, dept building etc etc this is the most stupid regime and admin we have had
 
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So Pakistan started delivery of rare earth metals, $500 million deal, to USA.
Reportedly China has reacted in its own way as it will undermine China's rare earth exports controls to USA.

Here is news snippet from Asia Times.

China has announced new measures restricting the export of its rare-earth extraction technologies after learning that Pakistan uses Chinese equipment to produce niche metals for the United States.

The new rules, issued by the Chinese Commerce Ministry, cover rare‑earth production, processing and separation equipment, as well as related raw and auxiliary materials. Overseas rare earths producers need to apply for export licenses from the Chinese government to obtain China’s extraction technologies and separation equipment

Yahoo also corroborated the export


@RescueRanger, remember what I said: having cards handed to you and making your cards are completely different.
 
IMO, I don't think this is a reaction to Pakistan. Due to the ongoing trade war, China's move was going to happen with or without the US deal with Pakistan. It should be viewed purely in the context of the great power rivalry between USA and China. China is increasing its leverage for any future trade negotiation and eventual settlement (which has to occur at some point, given the interdependent nature of the US and Chinese economies). From the Chinese perspective, this is a logical response to the increasing export controls by the US on advanced NM scale semiconductors which will form the backbone of the future datacenters in the new AI economy. Both China and the US are strengthening their bargaining positions.

Moreover, Pakistan is not even a drop in the ocean at this point in the rare earth game. We may have signed a $500M agreement with the US, but tbh that is not huge. It will take many years before mining can scale up to a point that can be deemed significant. Then comes the refinement process and actual magnet manufacturing which is a whole different ball game. Even if Pakistan has large rare earth reserves, a $500M investment is nowhere near enough to create the scale and scope to challenge Chinese dominance in this sector. China already has a monopoly in both mining and manufacturing, and is constantly investing billions every year - much more than a $500M one-off. They are under no threat of losing that crown for even the next 10-15 years. By then, I believe, US and China would have negotiated a trade settlement anyway. That's why I think, Chinese will not at all mind Pak's moves to bring other countries, including the US, to invest in its mining sector. If anything, it also creates an additional supply of raw materials for their refinement/processing industry which is growing at an exponential rate.
 
IMO, I don't think this is a reaction to Pakistan. Due to the ongoing trade war, China's move was going to happen with or without the US deal with Pakistan. It should be viewed purely in the context of the great power rivalry between USA and China. China is increasing its leverage for any future trade negotiation and eventual settlement (which has to occur at some point, given the interdependent nature of the US and Chinese economies). From the Chinese perspective, this is a logical response to the increasing export controls by the US on advanced NM scale semiconductors which will form the backbone of the future datacenters in the new AI economy. Both China and the US are strengthening their bargaining positions.

Moreover, Pakistan is not even a drop in the ocean at this point in the rare earth game. We may have signed a $500M agreement with the US, but tbh that is not huge. It will take many years before mining can scale up to a point that can be deemed significant. Then comes the refinement process and actual magnet manufacturing which is a whole different ball game. Even if Pakistan has large rare earth reserves, a $500M investment is nowhere near enough to create the scale and scope to challenge Chinese dominance in this sector. China already has a monopoly in both mining and manufacturing, and is constantly investing billions every year - much more than a $500M one-off. They are under no threat of losing that crown for even the next 10-15 years. By then, I believe, US and China would have negotiated a trade settlement anyway. That's why I think, Chinese will not at all mind Pak's moves to bring other countries, including the US, to invest in its mining sector. If anything, it also creates an additional supply of raw materials for their refinement/processing industry which is growing at an exponential rate.

I agree. This article predates the original news (China blocking Pakistan metal exports) so it can be said with greater confidence that the above news is just an extension to China's increasing rare-earth export restrictions, and moreso, related to the US-China trade war.
 
I agree this new round of China's export restrictions on REM and related tech may not have to do with Pakistan.
 

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