Economy
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Coercion by the Kilogram: Rare Earths and the Next Phase of US–China Competition
On April 4, 2025, China’s Ministry of Commerce imposed new licensing requirements on exports of seven rare earth elements (REEs) and their associated products, including permanent magnets. While not an outright ban, this move adds regulatory friction to the global supply of critical materials such as samarium, gadolinium, terbium, dysprosium,…
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Reassessing Market Commitments: Foreign Firms Exit China Amid Mounting Political and Economic Uncertainty
Foreign direct investment (FDI) was a cornerstone of China’s rapid economic ascent over the past five decades, but recent years have seen a sharp decline. While sluggish post-COVID recovery is often cited as the primary cause, equally important are the Chinese government’s assertive domestic and foreign policies. Artificially subsidized local…
Sino-Southeast Initiative 