European automotive manufacturers face an imminent supply chain crisis as China’s new rare earth export restrictions threaten to halt EV and conventional vehicle production lines by mid-June 2025. With approximately 90% of global rare earth extraction and nearly 100% of processing controlled by China, European suppliers report critically low inventory levels of essential materials like neodymium, which is vital for electric motors, power steering systems, and other vehicle components.
Watch on demand to hear what we are tracking, and the potential disruptions supply chain leaders should prepare for.