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China's Export Curbs Threaten EU's Electric Vehicle Future

5/26/2025

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Story summary
  • Rising trade tensions between China and the U.S. cast a shadow over Europe's electric vehicle industry, with a potential shortage of rare earth elements on the horizon. Analysts caution that production could grind to a halt by mid-June as China tightens export restrictions, jeopardizing the EU's energy transition and its commitment to clean technology.