Silverado Policy Accelerator

Leading on AI and defense capabilities requires chips made with Silicon Carbide (SiC) that tolerate higher heat and use less power. US suppliers are losing market share as CN-backed manufacturers flood the market with cheap, subsidized products. New report in link.

Silverado’s latest REE Trade Report finds that in the leadup to the September US/CN meeting, China increased yttrium exports to the U.S. and maintained REE magnet exports, but global REE metals/compounds exports were below historical levels. Post-meeting data coming in Nov!

U.S. electricity-sector firms are being locked out of a growing $1.5T global market by subsidized Chinese pricing, overcapacity, localization requirements, and massive state-backed financing. Our new report examines these barriers and proposes policy solutions.

Thanks to all who joined our webinar, “Plugged In: China’s EV Export Boom.”

Our panel explored:
🔹China’s dominance in EV exports
🔹Impact of U.S. tariffs on U.S. imports from China
🔹Bolder actions needed to defend auto industries

▶️ View the recording: youtube.com/watch?v=vKE9yn…

China’s rare earth metals/compounds export restrictions are unwavering despite Trump/Xi September Summit; Silverado’s Report shows zero exports to Japan, near zero exports to the U.S., but increasing exports to South Korea in August 2026. silverado.org/publications/r…