China Adds 10 U.S. Companies Including Rare Earth Giants to Export Control List
The inclusion of rare earth companies MP Materials and USA Rare Earth on the export control list signals China's willingness to leverage its dominant position in the rare earth supply chain as a bargaining chip in U.S.-China trade negotiations.
Reporting from 1 sources: GIGAZINE.
China announced on June 22, 2026, that it will add 10 U.S. companies, including defense firms and rare earth producers MP Materials and USA Rare Earth, to its export control list, prohibiting export of dual-use items. It also excluded 46 U.S. companies from government procurement, effective immediately.
China's Ministry of Commerce announced on June 22 that 10 U.S. companies, including rare earth producers MP Materials and USA Rare Earth, defense contractor Oshkosh Defense, and drone maker Red Cat Holdings/Teal Drones, are now subject to export controls on dual-use items. The measure prohibits any exporter from transferring Chinese-origin dual-use items to these entities and requires immediate halt of related export activities. Separately, the Ministry of Finance excluded 46 U.S. firms from government procurement, excluding U.S.-China joint ventures based in China. Trade experts said the move appears aimed at increasing China's bargaining power in negotiations with the U.S., coming about two weeks after the U.S. Department of Defense added Alibaba and Baidu to its 1260H List.
- AVEOX: aerospace electronics manufacturer
- Red Cat Holdings/Teal Drones: military and industrial drone manufacturer
- IMSAR: small SAR radar developer
- Jaia Robotics: autonomous marine robot developer
- Ball Aerospace & Technologies: satellite and space equipment manufacturer
- Oshkosh Defense: military truck and armored vehicle manufacturer
- L3Harris Maritime Services: naval defense systems company
- MP Materials: largest rare earth producer in the U.S.
- USA Rare Earth: rare earth mining and magnet manufacturing company
Synthesized by Yomimono from the 1 cited source below, including Japanese-language reporting where cited, then editorially reviewed before publishing.