Senior trade teams from the US and China reconvene in London on June 9, aiming to reset rare-earth export dynamics and stabilize technology supply sensitivities. The revival of talks offers a significant opportunity to reinforce semiconductor supply chains through better access to critical materials.
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- A London meeting scheduled for June 9 brings together US Treasury Secretary Scott Bessent, Commerce Secretary Howard Lutnick, and Trade Representative Jamieson Greer with China’s Vice Premier He Lifeng to operationalize the 90-day Geneva deal focused on reducing trade friction and resuming rare-earth flows.
- US negotiators are seeking to accelerate the movement of rare-earth minerals, noting that shipment volumes remain below expectations despite some export approvals from Beijing.
- China recently issued rare-earth export licenses following surging global demand driven by clean-energy vehicles and robotics, although the volume and country-specific allocations remain undisclosed.
- President Trump described his June 5 call with Xi Jinping as “very good,” with reports indicating China’s leadership is supportive of resuming rare-earth exports to key technology partners.
- China currently controls approximately 70% of global rare-earth mining and over 90% of refining capacity, placing Western semiconductor supply chains at risk of material shortages if licensing remains uncertain.
- Analysts warn that China may expand export restrictions to other critical materials such as titanium and magnesium, which could be used to enhance strategic leverage in future trade discussions.
- The US delegation is pressing for transparency around the scope of allowed exports and licensing criteria, aiming to prevent recurring bottlenecks in critical semiconductor inputs.
- Global markets showed cautious optimism ahead of the talks; the S&P 500 climbed above 6,000 following the May Geneva truce, signaling improved investor sentiment toward supply chain recovery.
- Rare-earth materials like neodymium, dysprosium, yttrium, and lanthanum are essential for semiconductor manufacturing—used in high-performance magnets, optical isolators, phosphors, and wafer polishing. A stable supply of these inputs could enhance wafer fabrication capacity by 15–20%, supporting advanced chip production for AI, 5G, and power electronics.
- As rare-earth flows normalize, increased semiconductor output is expected to drive job creation across Asia Pacific foundries and supply ecosystems, strengthening employment in engineering, logistics, and materials processing.
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