《路透社》周五引述知情人士稱，中國已批准向美國主要汽車製造商的稀土供應商發放臨時出口許可證。 據報道，目前尚不清楚許可證涵蓋哪些材料，部分許可證有效期為六個月。 知情人士稱，通用汽車(GM.US)、福特汽車(F.US)和Jeep製造商Stellantis(STLA.US)的供應商周一將獲准出口部分稀土供應。福特及Stellantis股價升逾2%，而通用汽車股價升少於1%。
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中國據報批准向美國汽車製造商出口稀土 福特股價升逾2%
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Exclusive: China issues rare earth licenses to suppliers of top 3 US automakers, sources say
https://www.reuters.com/business/autos-transportation/china-issues-rare-earth-licenses-suppliers-top-3-us-automakers-sources-say-2025-06-06/
BEIJING/WASHINGTON, June 6 (Reuters) - China has granted temporary export licenses to rare-earth suppliers of the top three U.S. automakers, two sources familiar with the matter said, as supply chain disruptions begin to surface from Beijing's export curbs on those materials.
At least some of the licenses are valid for six months, the two sources said, declining to be named because the information is not public. It was not immediately clear what quantity or items are covered by the approval or whether the move signals China is preparing to ease the rare-earths licensing process, which industry groups say is cumbersome and has created a supply bottleneck.
Stay up to date with the latest news, trends and innovations that are driving the global automotive industry with the Reuters Auto File newsletter. Sign up here.
China's decision in April to restrict exports of a wide range of rare earths and related magnets has tripped up the supply chains central to automakers, aerospace manufacturers, semiconductor companies and military contractors around the world.
China's dominance of the critical mineral industry, key to the green energy transition, is increasingly viewed as a key point of leverage for Beijing in its trade war with U.S. President Donald Trump. China produces around 90% of the world's rare earths, and auto industry representatives have warned of increasing threats to production due to their dependency on it for those parts.
Suppliers of three big U.S. automakers, General Motors, (GM.N), Ford (F.N) and Jeep-maker Stellantis (STLAM.MI) got clearance for some rare earth export licenses on Monday, one of the two sources said.
GM and Ford each declined to comment. Stellantis said it is working with suppliers "to ensure an efficient licensing process" and that so far the company has been able to "address immediate production concerns without major disruptions."
China's Ministry of Commerce did not immediately respond to a faxed request for comment.
China's critical-mineral export controls have become a focus on Trump's criticism of Beijing, which he says has violated the truce reached last month to roll back tariffs and trade restrictions.
On Thursday, Trump and Chinese President Xi Jinping had a lengthy phone call to iron out trade differences. Trump said in social-media post that "there should no longer be any questions respecting the complexity of Rare Earth products." Both sides said teams will meet again soon.
U.S. auto companies are already feeling the impact of the restrictions. Ford (F.N) shut down production of its Explorer SUV at its Chicago plant for a week in May because of a rare-earth shortage, the company said.
The approval for the auto suppliers follows a green light granted to a U.S. electronics firm's suppliers last week and another one issued earlier this week to suppliers of a U.S. non-auto company, the first person said, declining to name the companies.
"We have to give the Chinese the benefit of the doubt that they're working through this. It's up to them to show that they are not weaponizing it," said the person.
Reuters reported on Wednesday that China has introduced a tracking system for its rare earth magnet sector in a move to improve its control over the sector and crackdown on smuggling.
https://www.reuters.com/business/autos-transportation/china-issues-rare-earth-licenses-suppliers-top-3-us-automakers-sources-say-2025-06-06/
BEIJING/WASHINGTON, June 6 (Reuters) - China has granted temporary export licenses to rare-earth suppliers of the top three U.S. automakers, two sources familiar with the matter said, as supply chain disruptions begin to surface from Beijing's export curbs on those materials.
At least some of the licenses are valid for six months, the two sources said, declining to be named because the information is not public. It was not immediately clear what quantity or items are covered by the approval or whether the move signals China is preparing to ease the rare-earths licensing process, which industry groups say is cumbersome and has created a supply bottleneck.
Stay up to date with the latest news, trends and innovations that are driving the global automotive industry with the Reuters Auto File newsletter. Sign up here.
China's decision in April to restrict exports of a wide range of rare earths and related magnets has tripped up the supply chains central to automakers, aerospace manufacturers, semiconductor companies and military contractors around the world.
China's dominance of the critical mineral industry, key to the green energy transition, is increasingly viewed as a key point of leverage for Beijing in its trade war with U.S. President Donald Trump. China produces around 90% of the world's rare earths, and auto industry representatives have warned of increasing threats to production due to their dependency on it for those parts.
Suppliers of three big U.S. automakers, General Motors, (GM.N), Ford (F.N) and Jeep-maker Stellantis (STLAM.MI) got clearance for some rare earth export licenses on Monday, one of the two sources said.
GM and Ford each declined to comment. Stellantis said it is working with suppliers "to ensure an efficient licensing process" and that so far the company has been able to "address immediate production concerns without major disruptions."
China's Ministry of Commerce did not immediately respond to a faxed request for comment.
China's critical-mineral export controls have become a focus on Trump's criticism of Beijing, which he says has violated the truce reached last month to roll back tariffs and trade restrictions.
On Thursday, Trump and Chinese President Xi Jinping had a lengthy phone call to iron out trade differences. Trump said in social-media post that "there should no longer be any questions respecting the complexity of Rare Earth products." Both sides said teams will meet again soon.
U.S. auto companies are already feeling the impact of the restrictions. Ford (F.N) shut down production of its Explorer SUV at its Chicago plant for a week in May because of a rare-earth shortage, the company said.
The approval for the auto suppliers follows a green light granted to a U.S. electronics firm's suppliers last week and another one issued earlier this week to suppliers of a U.S. non-auto company, the first person said, declining to name the companies.
"We have to give the Chinese the benefit of the doubt that they're working through this. It's up to them to show that they are not weaponizing it," said the person.
Reuters reported on Wednesday that China has introduced a tracking system for its rare earth magnet sector in a move to improve its control over the sector and crackdown on smuggling.
**獨家：中國向美國三大汽車製造商的供應商發放稀土許可證，消息人士透露**
北京/華盛頓，6月6日（路透社） - 據兩位知情人士透露，中國已向美國三大汽車製造商的稀土供應商發放臨時出口許可證，因為北京對稀土材料實施的出口限制開始對供應鏈造成干擾。
兩位消息人士表示，至少部分許可證的有效期為六個月，但由於信息未公開，他們拒絕透露姓名。目前尚不清楚許可證涵蓋的具體數量或項目，也無法確定此舉是否意味著中國準備放寬稀土許可程序。行業團體表示，該程序繁瑣，已造成供應瓶頸。
中國於4月對多種稀土及相關磁鐵實施出口限制，影響了汽車製造商、航空航天製造商、半導體公司及軍事承包商的供應鏈。
中國在關鍵礦物行業的主導地位，對綠色能源轉型至關重要，越來越被視為北京在與美國總統唐納德·特朗普的貿易戰中的重要籌碼。中國生產全球約90%的稀土，汽車行業代表警告，由於對這些零件的依賴，生產面臨的威脅日益增加。
一位消息人士表示，通用汽車（GM.N）、福特（F.N）及吉普製造商Stellantis（STLAM.MI）的供應商於週一獲得了部分稀土出口許可證。通用汽車和福特均拒絕置評。Stellantis表示，公司正與供應商合作「確保高效的許可程序」，目前已能「在無重大干擾的情況下解決即時生產問題」。
中國商務部未立即回應傳真評論請求。
中國的關鍵礦物出口管制成為特朗普批評北京的焦點，他稱北京違反了上個月達成的撤銷關稅和貿易限制的休戰協議。
週四，特朗普與中國國家主席習近平進行了長時間通話，試圖解決貿易分歧。特朗普在社交媒體上表示，「關於稀土產品的複雜性不應再有任何疑問」。雙方表示，團隊將很快再次會面。
美國汽車公司已感受到限制的影響。福特（F.N）表示，由於稀土短缺，其芝加哥工廠於5月停產Explorer SUV一週。
一位消息人士透露，汽車供應商的許可批准是在上週為一家美國電子公司供應商發放許可證，以及本週初為一家美國非汽車公司供應商發放許可證之後。該人士拒絕透露公司名稱。
「我們必須相信中國正在努力解決這個問題。他們需要證明自己沒有將稀土武器化，」該人士說。
路透社週三報導，中國已為稀土磁鐵行業引入追蹤系統，以加強對該行業的控制並打擊走私行為。
北京/華盛頓，6月6日（路透社） - 據兩位知情人士透露，中國已向美國三大汽車製造商的稀土供應商發放臨時出口許可證，因為北京對稀土材料實施的出口限制開始對供應鏈造成干擾。
兩位消息人士表示，至少部分許可證的有效期為六個月，但由於信息未公開，他們拒絕透露姓名。目前尚不清楚許可證涵蓋的具體數量或項目，也無法確定此舉是否意味著中國準備放寬稀土許可程序。行業團體表示，該程序繁瑣，已造成供應瓶頸。
中國於4月對多種稀土及相關磁鐵實施出口限制，影響了汽車製造商、航空航天製造商、半導體公司及軍事承包商的供應鏈。
中國在關鍵礦物行業的主導地位，對綠色能源轉型至關重要，越來越被視為北京在與美國總統唐納德·特朗普的貿易戰中的重要籌碼。中國生產全球約90%的稀土，汽車行業代表警告，由於對這些零件的依賴，生產面臨的威脅日益增加。
一位消息人士表示，通用汽車（GM.N）、福特（F.N）及吉普製造商Stellantis（STLAM.MI）的供應商於週一獲得了部分稀土出口許可證。通用汽車和福特均拒絕置評。Stellantis表示，公司正與供應商合作「確保高效的許可程序」，目前已能「在無重大干擾的情況下解決即時生產問題」。
中國商務部未立即回應傳真評論請求。
中國的關鍵礦物出口管制成為特朗普批評北京的焦點，他稱北京違反了上個月達成的撤銷關稅和貿易限制的休戰協議。
週四，特朗普與中國國家主席習近平進行了長時間通話，試圖解決貿易分歧。特朗普在社交媒體上表示，「關於稀土產品的複雜性不應再有任何疑問」。雙方表示，團隊將很快再次會面。
美國汽車公司已感受到限制的影響。福特（F.N）表示，由於稀土短缺，其芝加哥工廠於5月停產Explorer SUV一週。
一位消息人士透露，汽車供應商的許可批准是在上週為一家美國電子公司供應商發放許可證，以及本週初為一家美國非汽車公司供應商發放許可證之後。該人士拒絕透露公司名稱。
「我們必須相信中國正在努力解決這個問題。他們需要證明自己沒有將稀土武器化，」該人士說。
路透社週三報導，中國已為稀土磁鐵行業引入追蹤系統，以加強對該行業的控制並打擊走私行為。
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