Pentagon awards Elmet $2.45B to cut China tungsten reliance by 2027
The equity and procurement package expands domestic powder manufacturing fivefold before a federal ban on Russian and Chinese…
Policy tracker
All policy tags →Export Controls
Every EAB briefing filed under the Export Controls policy tag, newest first. 100 briefings.
- First seen
- August 28, 2026
- Latest
- October 11, 2026
- With a linked document
- 91 of 100
- Briefings
- 103
- Desks
- Semiconductors (32), Trade & Policy (28), Energy & Minerals (28), Shipbuilding (8), Batteries & EV (2), Analysis (1), Robotics (1)
Talga advances Japan graphite anode pacts for Swedish output
The Australian developer moved closer to binding contracts with Mitsubishi Chemical, Dainen and Hanwa as Japanese manufacturers…
Lynas buys Meteoric for $672M to control Brazil rare earths
The Australian miner's all-stock takeover of the Caldeira deposit targets dysprosium and terbium supplies to break Western…
China extends trade barrier probes on US green supply chains
The Ministry of Commerce gave investigators three more months to assess American export curbs and clean-energy trade…
Vulcan Elements wins US Army drone permanent magnet contract
The award supplies neodymium-iron-boron magnets for motors in the SkyFoundry program, which targets one million small unmanned…
TikTok hires Akin Gump to steer US trade and export controls
A disclosure filed Sept. 25 shows the video platform paid $110,000 to navigate algorithm and customs restrictions, dropping…
LS Eco Energy builds Vietnam samarium line as US rules loom
The Seoul-based supplier will spend 11.6 billion won for 58% of Global Shre Metal to produce 240 tons of defense-grade material…
Japan urges China to expedite rare earth export approvals
Japanese delegates in Beijing raised administrative export delays as Chinese magnet shipments to Japan fell 17.1% in August…
German industry stockpiles critical minerals for China trade talksMembers
Industrial buyers expand rare earth and gallium reserves as Brussels prepares for October negotiations in Beijing, while US…
China Gallium Export Controls Deplete Western Chip Stockpiles
Prolonged licensing friction under Beijing's trade notices leaves compound chipmakers and defense radar programs facing tight raw…
China halts sulfuric acid exports, squeezing nickel plants
Ministry records confirm no statutory decree was issued Sept. 28, prolonging informal customs curbs that cut 4.65 million tons of…
Evolution Metals expands Korea magnet plant to 10,000 tons
The US firm is scaling its Pohang facility ten-fold to 10,000 metric tons ahead of a January 2027 Pentagon ban on Chinese rare…
TSMC captures 72.5% foundry share as gap with Samsung widensMembers
Surging demand for artificial intelligence processors and proprietary advanced packaging leaves contract rivals trailing across…
Malaysia overtakes China in US drone market as tariffs bite
A report by Rare Earth Exchanges shows Malaysian facilities shipped 348,400 drones to America, capturing 84% of micro-UAS imports…
US mounts Kenya rare earth challenge against China at Mrima Hill
Washington backs Western mining consortia for Kwale County niobium and rare earth rights as Kenya enforces local refining rules…
China Substrate Makers Speed Glass Core Lines for AI Chips
BOE and domestic suppliers deployed automated through-glass via tools to challenge Korean rivals for next-generation…
US and Japan coordinate on yttrium to counter China chip bottleneck
Bilateral talks target alternative refining and recycling channels after Chinese export curbs sent high-purity oxide prices from…
White House keeps chip export controls after Xi-Trump summit
Bilateral summit readouts carve out $30 billion in consumer goods for tariff relief, but U.S.
Benchmark says ex-China heavy rare earth prices jumped 150% in Q3
Western buyers paid a sixteenfold premium for European dysprosium oxide over Chinese domestic spot rates as Pentagon procurement…
HD Hyundai and Hanwha Ocean split naval platforms for export
Shipbuilders pursue specialized foreign bids after Hanwha Ocean locked in a 7.8 trillion won destroyer contract and HD Hyundai…
India and Japan deepen defense ties to secure supply chains
Defense and foreign ministry officials held talks in New Delhi on Sept.
Aerospace suppliers test rare-earth-free turbine coatings
The National Research Council of Canada and Oerlikon Metco are reviving 1970s non-rare-earth ceramic formulas as Chinese supply…
China bars dual-use exports to Japan citing military end-use
Spokesperson remarks on Sept. 21 reinforce restrictions covering 80 Japanese entities, halting rare-earth shipments and…
Hanwha Ocean Wins $508 Million Thai Stealth Frigate Program
The South Korean shipbuilder beat five international yards to secure the 16.73 billion baht naval contract, positioning the yard…