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China expands rare earth restrictions, targets defence, semiconductor users

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China expands rare earth restrictions, targets defence, semiconductor users


Workers transport soil containing rare earth elements for export at a port in Lianyungang, Jiangsu province, China October 31, 2010.— Reuters
Workers transport soil containing rare earth elements for export at a port in Lianyungang, Jiangsu province, China October 31, 2010.— Reuters
  • Five new rare earth elements added to export control list.
  • Overseas defence users barred from obtaining export licences.
  • New rules to affect chipmakers using Chinese materials worldwide.

China tightened its rare earth export controls on Thursday, saying it planned to limit exports to overseas defence firms and semiconductor users and adding five rare earth elements to its list.

The world’s largest rare earth producer also added dozens of pieces of refining technology to its control list and announced rules that will require compliance from foreign rare earth producers who use Chinese materials.

The Ministry of Commerce’s announcements follow US lawmakers’ call on Tuesday for broader bans on the export of chipmaking equipment to China.

They expand controls Beijing announced in April that caused shortages around the world, before a series of deals with Europe and the US eased the supply crunch.

The new curbs come weeks ahead of a scheduled face-to-face meeting between US President Donald Trump and Chinese President Xi Jinping in South Korea.

“This helps with increasing leverage for Beijing ahead of the anticipated Trump-Xi summit in (South) Korea later this month,” said Tim Zhang, founder of Singapore-based Edge Research.

China produces over 90% of the world’s processed rare earths and rare earth magnets. The 17 rare earth elements are vital materials in products ranging from electric vehicles to aircraft engines and military radars.

Exports of 12 of them are now restricted after the Ministry of Commerce added five— holmium, erbium, thulium, europium and ytterbium— along with related materials.

Foreign companies producing some of the rare earths and related magnets on the list will now also need a Chinese export license if the final product contains or is made with Chinese equipment or material. This applies even if the transaction includes no Chinese companies.

The regulations mimic rules the United States has implemented to restrict other countries’ exports of semiconductor-related products to China.

The ministry also added dozens of pieces of mining and refining equipment and materials to its control list.

China’s latest restrictions on the five additional elements and processing equipment will take effect on November 8, just before a 90-day trade truce with Washington expires.

The rules on foreign companies that make products using Chinese rare earths equipment or material are to take effect on December 1. Shares in China Northern Rare Earth Group, China Rare Earth Resources and Technology and Shenghe Resources surged by 10%, 9.97% and 9.4%, respectively, on Thursday.

Chips and defence

The ministry also said overseas defence users will not be granted licenses, while applications related to advanced semiconductors will be approved on a case-by-case basis.

The new rules apply to 14-nanometer chips or more advanced chips, memory chips with 256 layers or more, and equipment used in production of such chips, as well as to related research and development. These advanced chips are used in products from smartphones to AI chipsets that require powerful computing performance.

The rules will also apply to research and development of artificial intelligence with potential military applications.

South Korea, home to major memory chipmakers Samsung Electronics and SK Hynix, is assessing the details of the new restrictions and will continue discussions with China to minimise their impact, its industry ministry said in a statement to Reuters.

Samsung declined to comment. SK Hynix and Taiwan’s TSMC did not immediately respond to questions.

Shares in TSMC rose 1.8% on Thursday, as the company reported forecast-beating third-quarter revenue. South Korea’s financial markets were closed on Thursday for a public holiday.

Chinese rare earth shipments have been growing steadily over the past few months as Beijing grants more export licenses, although some users still complain they are struggling to obtain them.

In a nod to concerns about access, the ministry said the scope of items in its latest restrictions was limited and “a variety of licensing facilitation measures will be adopted”.





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Trump hints at possible Islamabad trip if Iran deal signed

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Trump hints at possible Islamabad trip if Iran deal signed



US President Donald Trump has said he could travel to Islamabad if a deal with Iran is signed there, signalling potential high-level involvement in ongoing negotiations mediated by Pakistan.

He added that if no agreement is reached with Iran, fighting will continue, and suggested the next round of talks could take place over the weekend.

On the ceasefire, Trump said progress was being made, adding that Iran is now willing to consider steps it had previously rejected. He also said he was not certain the ceasefire would need to be extended.



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Israel and Lebanon agree to 10-day ceasefire, says Trump

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Israel and Lebanon agree to 10-day ceasefire, says Trump


A woman walks past a damaged building at the site of an Israeli strike carried out on April 8, at Corniche al-Mazraa in Beirut, Lebanon April 13, 2026. — Reuters
A woman walks past a damaged building at the site of an Israeli strike carried out on April 8, at Corniche al-Mazraa in Beirut, Lebanon April 13, 2026. — Reuters
  • EU welcomed Lebanon ceasefire announcement.
  • Differences remain over nuclear programme: Iranian official. 
  • Lebanon-Israel to begin ceasefire at 5pm EST: Trump 

US President Donald Trump announced on Thursday that Lebanon and Israel had agreed on a 10-day ceasefire, as optimism grew that the Iran war may be nearing an end.

Trump said in a social media post that the ceasefire would start at 5pm eastern time (2100 GMT), aiming to halt a conflict between Israel and the Iran-aligned Lebanese group Hezbollah that was reignited by the US-Israeli war against Iran.

He said he had held “excellent conversations” with Israeli Prime Minister Benjamin Netanyahu and Lebanese President Joseph Aoun.

Israel and Lebanon agree to 10-day ceasefire, says Trump

“These two Leaders have agreed that in order to achieve peace between their countries, they will formally begin a 10-day ceasefire at 5pm EST,” he said. “Both sides want to see peace, and I believe that will happen, quickly!”

Trump said he had directed US Vice President JD Vance, Secretary of State Marco Rubio and Chairman of the Joint Chiefs of Staff Dan Caine to work with the two countries to achieve lasting peace.

The war with Iran spilt into Lebanon on March 2, when Hezbollah opened fire in support of Tehran, prompting an Israeli offensive in Lebanon 15 months after the last major conflict.

European Commission President Ursula von der Leyen welcomed the ceasefire announcement, saying on X: “This is a relief, as this conflict has already claimed far too many lives.”

Breakthrough on ‘sticky issue’ between US and Iran

Thousands of people have been killed, mostly in Iran and Lebanon, since US-Israeli attacks on Iran began on February 28, triggering Iranian airstrikes on Iran’s Gulf neighbours and reigniting the Israel-Hezbollah conflict.

Soaring energy costs have rattled investors and policymakers globally since Iran effectively closed the Strait of Hormuz, through which a fifth of the world’s oil and gas supply flows.

Closure of the strait has caused the worst oil price shock in history and forced the International Monetary Fund (IMF) to downgrade its outlook for the global economy, warning prolonged conflict could push the world to the brink of recession.

But hopes of a deal between Iran and the United States have been growing, with a two-week ceasefire in force.

A security source said a Pakistani mediator had made a breakthrough on “sticky issues”, although Tehran said the fate of its nuclear programme had not been resolved. Trump has said the accord would open the Strait of Hormuz.

Chief of Defence Forces (CDF) and Chief of Army Staff (COAS) Field Marshal Asim Munir, an important figure in mediation efforts, arrived in Tehran on Wednesday to try to prevent a renewal of the conflict after talks in Islamabad that ended without a deal.

A senior Iranian official told Reuters on Thursday the trip had led to greater hopes for a second round of talks and an extension of a two-week ceasefire, but said fundamental differences remain over its nuclear programme.

‘Locked and Loaded’

US Defense Secretary Pete Hegseth said troops were poised to restart combat operations if a deal was not reached with Iran.

“We are reloading with more power than ever before, and better intelligence,” Hegseth told a Pentagon briefing. “We are locked and loaded on your critical dual-use infrastructure, on your remaining power generation, and on your energy industry. We’d rather not have to do it.”

But a security source told Reuters a deal was closing in and that the US wants a breakthrough before the ceasefire expires next week. Washington is offering to lift sanctions and unfreeze billions of dollars’ worth of Iranian assets, he said.

Iran will open the strait only if a permanent ceasefire is reached and there are United Nations guarantees that the US and Israel will not attack again in future, he said.

A separate government source said the talks would be held “soon” in Islamabad, although no date has been set.

Stock markets have rallied strongly in recent days on expectations of a swift resolution to the fighting, with global equities vaulting past their previous all-time highs in trading on Thursday. However, oil prices gained, showing continued uncertainty about the ceasefire prospects and the opening of the strait.

Iran’s nuclear ambitions were a sticking point at last weekend’s talks. The US proposed a 20-year suspension of all nuclear activity by Iran — an apparent concession from longstanding demands for a permanent ban. Tehran suggested a halt of three to five years, according to people familiar with the proposals.

Washington has pressed for any highly enriched uranium (HEU) to be removed from Iran. Tehran has demanded that international sanctions against it be lifted.

Two Iranian sources said there were signs of a compromise emerging on the HEU stockpile, with Tehran considering shipping part, but not all, of it out of the country, something it had previously ruled out.





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Fighter jets escort PM Shehbaz’s aircraft on arrival in Qatar

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Fighter jets escort PM Shehbaz’s aircraft on arrival in Qatar



Prime Minister Shehbaz Sharif received a ceremonial fighter jet escort from the Qatari air force as his aircraft entered Qatari airspace en route to Doha, marking a significant gesture of diplomatic goodwill and strong bilateral ties.

The escort was arranged as part of a warm welcome during the second leg of the prime minister’s tri-nation visit from April 15 to 18, which comes at a time of heightened Middle East tensions and ongoing diplomatic efforts to help de-escalate the US-Iran conflict.

Upon arrival, the prime minister thanked the Qatari leadership and the pilots for the honour.

During the flight, PM Shehbaz expressed gratitude, saying he was “honoured” by the escort and thanked Qatari Emir Sheikh Tamim bin Hamad Al Thani for the gesture.

He said the honour extended not only to him but also to the people and government of Pakistan.

Upon arrival at Doha International Airport, the prime minister and his delegation were warmly received by Qatari Minister of State for Foreign Affairs Sultan bin Saad Al-Muraikhi. A smartly turned-out contingent of the Qatari Armed Forces presented a guard of honour, underscoring the significance of the visit.

In a gesture marking the occasion, Pakistani flags were displayed prominently at the airport and across parts of the Qatari capital, reflecting the close and friendly ties between the two countries.

Senior members of the Pakistani delegation accompanying the prime minister include Deputy Prime Minister and Foreign Minister Ishaq Dar, Minister for Information and Broadcasting Attaullah Tarar, Special Assistant to the Prime Minister Tariq Fatemi, and the prime minister’s spokesperson for international media, Mosharraf Zaidi.

The prime minister will also travel to Turkiye following his visit to Qatar, the Foreign Office said, adding that PM Shehbaz will participate in the Antalya Diplomacy Forum, where he is scheduled to join the Leaders’ Panel alongside other global figures and present Pakistan’s perspective.

It added that the visits to Saudi Arabia and Qatar take place in a bilateral context, where the prime minister will discuss ongoing cooperation as well as regional peace and security.



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