From Newsgroup: soc.culture.china

From WSJ:
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Automakers Race to Find Workaround to ChinarCOs Stranglehold on Rare-Earth Magnets
Major manufacturers, fearful they will have to shut down assembly lines, consider moving some parts production to China

By Sean McLain and Ryan Felton
June 3, 2025 9:00 pm ET

Key Points
Automakers fear ChinarCOs rare-earth magnet export controls may halt car production within weeks.
Auto firms consider shifting parts manufacturing to China to bypass
export controls on rare-earth magnets.

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Carmakers weigh alternatives like older tech or feature removal;
Ford already halted Explorer production.

Four major automakers are racing to find workarounds to ChinarCOs
stranglehold on rare-earth magnets, which they fear could force them to
shut down some car production within weeks.
..

Ideas under review include producing electric motors in Chinese
factories or shipping made-in-America motors to China to have magnets installed. Moving production to China as a way to get around the export controls on rare-earth magnets could work because the restrictions only
cover magnets, not finished parts, the people said.

If automakers end up shifting some production to China, it would amount
to a remarkable outcome from a trade war initiated by President Trump
with the intention of bringing manufacturing back to the U.S.
..
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From Newsgroup: soc.culture.china

While China's rare earth export control primarily targets military uses,
all companies have to do the paperwork and wait out the delay.

The following from CNN:

"Question mark over US defense firms

Baskaran, from CSIS, said that instead of lifting the export controls on
rare earths, China removed 28 American firms from its export control
list. That means those companies, mostly aerospace and defense firms,
are no longer banned from accessing dual-use materials from China, and
their Chinese suppliers can now apply for export licenses for rare earth magnets.

But it remains to be seen whether Beijing will ultimately give out
licenses to American defense firms.

ChinarCOs rare earth export controls were rCLspecifically designed to hit
the US defense industry, and I cannot envision China stepping back from that,rCY said Thomas Kruemmer, director of the Singapore-based mineral and metal supply chain firm Ginger International Trade and Investment.

Under the new rules, exporters must include information about end-users
in their applications, which take up to 45 working days to be approved.

rCLI am sure that in case of defense contractors, the Chinese Commerce
Ministry will raise pesky questions, which the Americans may be
unwilling to answer or may need Pentagon permission to answer,rCY Kruemmer said.

rCLThis way they can conveniently delay the issuance of dual-use product
export licenses beyond the self-set 45-day deadline, perhaps even beyond
this 90-day (truce) window. And it still has the option to reject the
license applications anyway.rCY

The licensing rules can also offer China visibility into where the rare
earth magnets end up.

rCLYou can still get the material, but you have to fill out paperwork,
describe to China who the end user is."
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