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Trump Misses the 2025 Nobel Peace Prize — Then Slams China’s New Rare Earth Export Rules

📅 October 10, 2025 — A Date to Remember

Wall Street plunged on October 10 after U.S. President Donald Trump rattled global markets with a barrage of bellicose threats against China, following Beijing’s announcement of tighter rare earth export restrictions.

In a fiery post on Truth Social, Mr. Trump said he is considering a “massive” tariff hike on Chinese imports and declared there is “no reason” to meet with Chinese President Xi Jinping in two weeks as previously planned. He added that there are “many other countermeasures” under consideration.

The tirade sent shockwaves through financial markets, further straining U.S.–China relations and reigniting fears of a renewed trade war between the world’s two largest economies.

💥 China’s Rare Earth Curbs Shake Tech Industry

Foreign media reported that China’s government has expanded export controls on rare earth materials in the name of national security. The new rules not only cover key elements such as neodymium (Nd), dysprosium (Dy), europium (Eu), and terbium (Tb), but also include technical details on how these elements are processed into magnets and phosphors.

The regulations will take effect in December, and analysts warn they could deliver a major blow to the production of hard drives (HDDs) and display panels worldwide.

🧲 Hard Drive Industry Faces Heavy Impact

According to Tom’s Hardware, China now requires export licenses for magnets containing even trace amounts of rare earths if those materials originated in China or were produced using Chinese extraction methods.

HDDs rely on neodymium-iron-boron (NdFeB) magnets to drive actuator arms that read spinning disks. Their voice coil motors also use neodymium mixed with dysprosium or praseodymium to maintain strength under high temperatures.

Since China dominates global refining and alloy processing, the new restrictions could sharply raise HDD production costs and delay shipments.

In April, hard drive maker Western Digital had already launched a rare earth recycling program using retired drives — seemingly anticipating such a scenario.

💡 Display Makers Also at Risk

LED backlights and LCD panels depend on phosphor compounds doped with europium and terbium to create vivid colors.

After the new regulations take effect in December, these materials will require export permits, tightening global supply chains and putting further pressure on LCD manufacturers already struggling with low margins.

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