Back to today’s briefing

Story perspectives

China's Rare Earth Ban Halts Global Auto Production

6/14/2025

39 4

Summary

Story summary

China's export restrictions on rare earth metals are wreaking havoc on global auto production, hitting giants like Ford and Suzuki hard. Ford's CEO revealed plant shutdowns from supply shortages, while Suzuki drastically reduced electric vehicle output. Although a trade agreement between the U.S. and China aims to restore exports, the shadow of long-term supply chain vulnerabilities looms large.

1 of 1

Story summary

China's export restrictions on rare earth metals are wreaking havoc on global auto production, hitting giants like Ford and Suzuki hard. Ford's CEO revealed plant shutdowns from supply shortages, while Suzuki drastically reduced electric vehicle output. Although a trade agreement between the U.S. and China aims to restore exports, the shadow of long-term supply chain vulnerabilities looms large.