Off Leash Intel · loading
Off Leash Intel · loading
One consolidated view of the East Asia; North America theater — every tracked development, actor, and source report, stitched into a single evolving narrative.
Latest assessment
China prohibited sales of certain rare-earth metals to 10 U.S. companies supporting domestic magnet-production initiatives. The targeted supply chain remains highly exposed to Chinese leverage; market-share figures.
Unverified development · updated through
China prohibited sales of certain rare-earth metals to 10 U.S. companies supporting domestic magnet-production initiatives. The targeted supply chain remains highly exposed to Chinese leverage; market-share figures.
Open source reportChronology
China imposed bans on selling certain rare earth metals to 10 U.S. companies leading state initiatives to revive domestic rare earth magnet production.
China prohibited sales of certain rare-earth metals to 10 U.S. companies supporting domestic magnet-production initiatives. The targeted supply chain remains highly exposed to Chinese leverage; market-share figures.
Open source reportU.S. Treasury Secretary Bessent said China made a "real mistake" by proposing since-postponed export control restrictions on rare earths, since the threat alone motivated the U.S. to get serious about finding alternative sources
Treasury Secretary Scott Bessent’s assessment that China’s proposed and subsequently postponed rare-earth export controls prompted the United States to pursue alternative sources more seriously.
Open source reportApple estimated that new U.S. tariffs on China will increase its costs by $900 million in the second quarter alone. Amazon also warned this week that "tariff and trade policies"... make its future results "inherently unpredictable."
Apple estimated that new U.S. tariffs on China would add $900 million to its second-quarter costs. Amazon said tariff and trade policies contributed to an inherently unpredictable outlook.
Open source reportChina's commerce ministry said it's "evaluating" U.S. proposals to start trade talks... if the U.S. "wants to talk, it should show its sincerity and be prepared to correct its wrong practices” by abandoning “unilateral tariffs."
China’s commerce ministry is evaluating U.S. proposals for trade talks but demanded that Washington demonstrate sincerity by abandoning unilateral tariffs.
Open source reportChina responded to a new U.S. ban on exporting certain chip technology to China by announcing its own new ban on exports of select rare minerals - including gallium, germanium, antimony, and superhard minerals (e.g., tungsten) - to the U.S.
China responded to new U.S. semiconductor export controls by banning U.S.-bound exports of gallium, germanium, antimony, and selected superhard minerals.
Open source reportChina retaliated against Canada's new tariffs on cheap Chinese electric vehicle (EV) exports by launching a dumping inquiry into Canadian rapeseed (canola).
China launched an anti-dumping inquiry into Canadian canola following Canada’s tariffs on Chinese electric vehicles. The inquiry is retaliation; Ottawa called it deeply concerning.
Open source report