IEA Warns Rare Earth Export Controls Could Threaten $6.5 Trillion in Global Production

The International Energy Agency (IEA) warned that China's full implementation of rare earth export controls could jeopardize $6.5 trillion in global downstream production outside the country, highlighting potential supply chain disruptions.

By Arundhati Sarkar, SA News Editor · Seeking Alpha · July 16, 2026, 06:26 UTC

Topics: China global supply chain International Energy Agency (IEA) rare earths

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