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Rare earths force Trump to be less hostile before Xi summit

Published

21 September 2026

Topic

regulatory

◆ Sectors

Semiconductors

◆ Geography

United States

◆ Source

Read at reuters.com →

◆ Verified

Fusion42 · 21 September 2026 · Fusion42 review

The US has softened its stance on tariffs and export bans against China ahead of the Trump-Xi summit, largely due to China's dominant control over rare earth minerals essential for tech and automotive industries. This control limits the US's ability to use aggressive trade measures without risking supply chain disruptions.

This Wire brief sits within Fusion42's coverage of Semiconductors.

◆ ◆ The Wire takeaway

You need to account for China's rare earth monopoly reshaping US-China trade tactics; your sourcing risks mounting if you rely on aggressive US trade restrictions. Secure alternative material sources or innovations to reduce dependence this week.

◆ Coverage

1 source · 21 Sep 2026

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Semiconductorsrare-earthstrade-warus-china-relationstech-supply-chainexport-controls