China Trade Ministry is sanctioning U.S. units of Hanwha Ocean
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U.S.-CHINA DISPUTE:
Western companies have warned the U.S.-China dispute over rare earth materials will likely lead to “broken” supply chains and higher chip, car, and weapon prices, Kana Inagaki, Sylvia Pfeifer, Ryan McMorrow, Joe Leahy, and Edward White of The Financial Times report. China first introduced its rare-earth export restriction in April in retaliation to Trump administration tariffs and, last week, Beijing further tightened those rules. In response, U.S. President Donald Trump threatened to impose an additional 100% tariff on imports from China. The Fly notes that companies involved in the development and mining of rare earth minerals include Nova Minerals (NVA), Ioneer (IONR), Lynas Rare Earths (LYSCF), MP Materials (MP), Energy Fuels (UUUU), NioCorp (NB).
SANCTION:
Trade tensions between U.S. and China are resurfacing, as China Trade Ministry announced it has sanctioned the U.S. units of a South Korean shipping giant Hanwha Ocean Co. and threatened further measures on the industry, Bloomberg’s Weilun Soon and Serene Cheong report, citing the statement from China’s government. The report notes however that Chinese officials have a chance to reduce tensions this week as Vice Finance Minister Liao Min, is attending an annual meeting of global finance ministers in Washington and has already met with members of U.S. Treasury Secretary Bessent’s team, according to a person with knowledge of the matter.
RARE EARTH CURBS:
Taiwan doesn’t expect a significant impact from China’s new export controls on rare earth minerals, as it says it uses different rare earths in chip manufacturing, Reuters reports.
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Originally Posted October 14, 2025 – Trump Trade: Companies warn U.S.-China dispute will hurt supply chains
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