Automakers argue they need more leeway on the rules because it’s currently impossible to produce EV batteries without inputs that have at least some Chinese ownership, while US materials producers contend the domestic supply chain won’t succeed if China’s playing a role.
White House National Security Adviser Jake Sullivan said that countries will find ways to reduce dependencies if China controls the exports of gallium and germanium.
Concerns have grown that China could further restrict exports of the strategic minerals after it limited exports of germanium and gallium late last month.
Coal is the largest source of electricity generation and the primary fuel for iron, steel, and cement production, making it central to climate and energy discussions.