China’s rare earth export curbs to hit defence, auto and consumer electronics sectors

While e-mobility is expected to recover, Mukherjee cautioned that defence manufacturing will face sustained difficulties.

China’s tightening control over rare earth exports is set to disrupt the global automobile and defence manufacturing sectors, according to Neha Mukherjee, Research Manager at Benchmark Mineral Intelligence, a London based data and supply chain intelligence platform for rare earth elements.

In an exclusive interaction with ANI, Mukherjee said while the e-mobility industry will face temporary delays, the real long-term impact will fall on defence manufacturing.

“ is going to hit the hardest in terms of there’s going to be a lag, there’s going to be a slowdown in the process, but ultimately that market is going to recover,” she said.

“Because they’re not particularly