How China’s rare-earth grip triggered a global supply catastrophe we saw coming.
We saw this coming. Experts have warned for years that relying heavily on China for rare-earth magnets would eventually cause trouble—and now it’s hitting hard.
Ford just shut down its Chicago plant, Suzuki paused operations, and automakers everywhere are scrambling. China produces 90% of these essential magnets, and with U.S.-China tensions rising, Beijing tightened exports, choking global supply chains.
Companies are urgently hunting alternative sources—expect delays, higher costs, and lower-quality replacements in the short term. Long-term, countries need to ramp up local production and stockpiles, fast.
This mess comes at the worst possible moment for electric vehicles, and honestly, everyone should’ve acted sooner. Let’s hope governments finally get the message.
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