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Strategies & Market Trends : World Outlook

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To: Les H who wrote (46147)6/5/2025 7:14:14 AM
From: Les H  Read Replies (2) of 48711
 
Chinese magnets are the next automotive supply chain crisis

The intrigue: Automakers are racing to find workarounds, including producing electric motors in Chinese factories or shipping made-in-America motors to China to have the tiny magnets installed, the Wall Street Journal reported.
  • Or, they could look to buy magnets through sources in Europe or Asia, rather than purchasing them directly from Chinese factories.
  • Any such moves could mean a tradeoff between higher tariffs or shutting down production.
axios.com

Desperate companies are smuggling critical metals out of China as export rules tighten

Kevin Walmsley

Jun 04, 2025

kdwalmsley.substack.com
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