China blocks rare earth sales to US firms under export rules
Beijing targets defense supply chains and MP Materials while extending European export permits ahead of a critical November…
Company watch
All companies →Oshkosh Defense
Every EAB briefing that touches Oshkosh Defense — capital spending, plants, M&A, earnings and policy exposure. 4 briefings.
- First seen
- September 4, 2026
- Latest
- October 16, 2026
- With a linked document
- 4 of 4
- Subject of the briefing
- 1
- Named as exposed
- 3
- Desks
- Energy & Minerals (2), Semiconductors (2)
China rare earth suppliers hold shipments to US contractors
Delays mount across American defense motor supply chains as Chinese exporters withhold heavy rare earths and permanent magnets…
China bans dual-use sales to MP Materials and US refiners
The Ministry of Commerce export blacklist targets MP Materials and USA Rare Earth, cutting off specialized processing feedstocks…
China rare earth suppliers halt US shipments ahead of Washington summit talks
Processors pause mineral cargoes to American buyers over regulatory risks despite valid export licenses, leaving United States…