Impact of China’s Rare Earth Export Controls

China’s export controls on rare earth elements are straining U.S. energy supply chains.

For the utilities and energy companies, this means shortages of components critical to turbines, EVs, and grid systems, and rising costs across the board.

Our bulletin looks at how the U.S. government and energy companies are diversifying sourcing, scaling domestic production, and forging global alliances to secure rare earth supplies.

What’s Inside: 

• Impact of China’s export rules on the U.S. utilities sector
• Key mitigation strategies and sourcing shifts by the U.S
• Recommendations for long-term supply resilience

This bulletin is a must-read for U.S. energy leaders focused on securing rare earth supply.