Скачать или смотреть China Chokes Global EV Supply Chain

Did you know that China controls over 90% of the world’s rare earth magnet processing, a critical component for electric vehicles and many automotive systems? Since April 2025, China’s new export restrictions have thrown the global automobile industry into turmoil, causing EV production delays, stalled launches, and supply chain chaos worldwide.

In this episode of Logistically Speaking, Jiss Mathew, Director of Global Logistics, breaks down the rare earth magnet shortage triggered by China’s export clampdown, its ripple effects on automakers from India to Germany and the US, and what the future holds for the global EV market.

Discover why this crisis goes beyond EVs to hybrids and ICE vehicles, and learn how companies and governments are scrambling to secure alternative supplies and innovate for resilience.

💡 Don’t miss this deep dive into one of the most critical supply chain challenges facing the automotive industry today!

Timestamps:
00:00 – China’s Rare Earth Dominance
01:49 – What Are Rare Earth Magnets and Why They Matter
02:23 – India’s Maruti Suzuki and it's plan of action
04:24 – Industry Responses: Supply Chain Diversification & Innovation
04:38 – The Road Ahead: Challenges and Opportunities

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#EVSupplyCrisis #RareEarthShortage #ChinaExportControls #GlobalAutoCrisis #ElectricVehicles #SupplyChainDisruption #AutomotiveIndustry #LogisticallySpeaking