China Relaxes

China Relaxes Its Hold on Rare Minerals and Major Automakers Like GM and Ford Welcome the Shift With Relief

China’s six-month licenses for heavy rare-earth exports—3,800 metric tons worth—helped prevent production delays at GM and Ford by supporting EV motor manufacturing. Dysprosium prices fell ~8%, aiding margins. However, reliance on temporary export permission highlights the urgency for automakers to secure diversified suppliers in Western markets by 2027. Smart procurement, hedge-friendly planning, and strategic diplomacy are key to turning short-term relief into long-term resilience.