Trump-Tariffs Impact on Rare Earth; China's Anti-U.S. Trade Sanctions; Yet another MIIT Minister disappears; BMW's Technological Feat; Prices keep rising.

Rare Earth 4 March 2025 #170

Note

For brevity and speed of publishing we have left out most of the “Companies” section. We’ll catch up next time.

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Impact of U.S. Tariffs on China’s goods

According to China Customs statistics China exported to the U.S. 6,716 articles worth US$524.6 billion in 2024.

Here the Top 20 products by value, exported from China to the U.S. in 2024:

Source: China Customs

China exports to the U.S. by number of items

Also impressive:

• 15.7 billion LEDs

• 6 billion transistors

• 4.3 billion integrated circuits

• 4.2 billion pairs of shoes/slippers of synthetic fibre

• 3.3 billion needles/catheters/cannulae

• 2.3 billion syringes

• 2.3 billion printed circuits

• 2.2 billion Mn-Zn batteries

• 2.1 billion hats or headgear (including MAGA caps, we suppose)

• 2 billion felt pens and markers

• 1.8 billion ball point pens

• 1.3 billion tooth brushes

These numbers are unfathomable. We think these numbers may be representing shipments in the general direction of USA to U.S. buyers, but not U.S. as the final destination for consumption.

On-shoring production of these articles - we are absolutely certain - won’t make America great again.

Rare earths

China exported 13,609 t of rare earth compounds worth US$106 mio to the U.S. in 2024.

Concretely: