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China tightens rare-earth export controls

China has announced a significant expansion of export controls over 12 rare-earth materials after adding five more materials: holmium, erbium, thulium, europium, and ytterbium to the existing list of restricted ones and related technologies targeting foreign defense, military, and semiconductor users. These measures, which build on stricter rules introduced in April, have already disrupted global supply chains. The law was adopted on October 9, 2025.

The new rules include outright license denials for overseas defense users. Exports of recycling equipment and magnet production technologies will require official licenses.

Rare-earth elements are used not only in everyday electronics but also in military equipment, from smartphones to fighter jets. They are also critical for semiconductor manufacturing. The law for advanced semiconductor applications requires review on a case-by-case basis. New restrictions prohibit locally based firms from collaborating abroad on rare earth-related processes without official approval. Some of the new rules are already in effect, while others are scheduled to begin on December 1.

China dominates the processing stage of the rare-earth, controlling 90% of global rare-earth output and magnet production. Rare-earth is critical to many high-tech and defense agencies. These restrictions give China significant leverage in global trade, especially in its negotiations with the U.S. This move is more alarming given the fact that it was adopted before the U.S.-China leaders’ meeting at the Asia-Pacific Economic Cooperation summit in South Korea, which should be held in a few months. The commerce ministry stated that the restrictions aim to “safeguard national security and interests” by preventing materials from “being used, directly or indirectly, in military and other sensitive fields.”

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China and Malaysia to hold “Peace and Friendship-2025” joint exercise

The armed forces of China and Malaysia will resume the series of joint exercises from the middle of October 2025. According to the Chinese Ministry of National Defense, the program, named “Peace and Friendship-2025”, will be held in Malaysia and its adjacent waters.

Within the framework of this project, the history of military cooperation between China and Malaysia began in 2014. The exercises were primarily focused on joint search and rescue and humanitarian aid.

In 2018, the 4th “Peace and Friendship” initiative was conducted in an expanded format, where, in addition to China and Malaysia, Thailand was also involved in the training. In 2023, the program expanded even further, as Cambodia, Laos, and Vietnam also participated in the joint exercises.

The exercises are usually focused on non-warfare operations (Military Operations Other Than War – MOOTW), for example, humanitarian assistance, disaster relief, and counter-terrorism.

It is important that other ASEAN member states will also be invited as observers to the announced 6th “Peace and Friendship” initiative.

The initiative aims to strengthen practical cooperation between the militaries of China and Southeast Asian nations, improve their ability to jointly respond to non-traditional security threats, and maintain regional peace and stability.

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High-level Visit of China’s Prime Minister to North Korea

China’s Prime Minister Li Qiang will travel to North Korea this week to attend celebrations held for North Korea’s ruling party’s 80th anniversary this Friday. The high-level visit will last from October 9 to 11. The anniversary will include a massive military parade in Pyongyang, demonstrating North Korea’s military might. The Russian former president Dmitri Medvedev is expected to attend the celebrations on behalf of Russia.

Li Qiang’s visit represents the highest-level Chinese trip to North Korea since 2019. However, North Korean leader Kim Jong Un attended a Beijing military parade recently this September alongside Russian president Vladimir Putin. Since taking office in 2011, this was the first time Kim participated in an event with such a large gathering of world leaders and politicians.

During this summit, China and North Korea pledged to deepen bilateral cooperation. China for years have been North Korea’s biggest trading partner and continues to be. North Korea, for its part, expressed its willingness to strengthen ties with China and “in multilateral affairs, jointly resist unilateralism and power politics and promote a fairer and more just world order”. The emphasis on unilateralism here probably stems from heavy U.S sanctions on North Korea over its nuclear program and the recent imposition of tariffs on Chinese goods. 

Amid these developments and statements, U.S. President Donald Trump posted on social media, addressing China’s president directly, advising him with irony to give his warmest regards to Russian and North Korean leaders “as you conspire against The United States of America”. The upcoming gathering of Russian, North Korean, and Chinese leaders in North Korea will likely spark renewed tension and speculation about their joint cooperation against the U.S. However, North Korean leader Kim Jong Un, in a letter congratulating  Putin on his birthday, framed the alliance among Pyongyang, Moscow, and Beijing as a step forward toward a “just and multi-polarised world order”.

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Zambian farmers sue Chinese mining companies for ecological disaster

Over the decades, Zambia and China have developed strong economic relations. China has financed various infrastructure projects, including airports and railway systems. Chinese companies play a dominant role in Zambia’s copper and cobalt mining and processing sectors.

However, a lawsuit filed by 176 Zambian farmers against local subsidiaries of Chinese companies Sino-Metals Leach Zambia and NFC Africa Mining has triggered a diplomatic crisis. The farmers’ protest was provoked by an incident in February, when the collapse of a tailings dam caused acidic waste to spill into nearby rivers near the town of Kitwe, located about 285 kilometers north of the capital, Lusaka. The spill damaged farmland, and farmers described the event as an environmental disaster that violated their constitutional right to live in a safe and healthy environment. The toxic waste contaminated the soil and destroyed crops.

Supporters of the petition emphasized that the population was not promptly warned about the danger and had to live in an ecologically polluted environment for seven months. The farmers are therefore demanding $ 80 billion in compensation and an additional monthly payment of $ 336 for eco-migrants.

The environmental crisis has also drawn international attention. Dr. Iva Pesa, Assistant Professor at the University of Groningen in the Netherlands, stated that the farmers’ demand for 80 billion USD carries a symbolic meaning. According to her, the petitioners themselves likely knew that receiving such a large sum was unrealistic. Therefore, it is reasonable to assume that their goal is to stop the operations of the Chinese companies’ subsidiaries.

For Zambians, it is more acceptable and easier to confront small Chinese firms and file lawsuits against them than to go after major local mining giants such as ZCCM or Mopani, which appear to provide broader economic benefits to local communities primarily through employment opportunities. According to Pesa, the farmers’ lawsuit was less motivated by environmental activism and more by a desire to share in the economic benefits:

Chinese companies earn enormous profits. Naturally, part of this economic benefit should be distributed to the local communities whose living areas have been devastated by toxic substances.” – Iva Pesa.

Meanwhile, the Zambian government has attempted to downplay the environmental impact of the incident. In August, Minister Cornelius Mweetwa stated that there was no need to declare a state of emergency. The government and Sino-Metals claimed that the pH level in the affected area had returned to normal and that compensation of 14 million kwacha had already been provided to residents. However, the government’s active lobbying in favor of Sino-Metals may ultimately lead to widespread electoral absenteeism. This incident could mark the beginning of the end for state-level relations between Zambia’s political and economic elites and China.

This is the first time a major mining company in Zambia has been accused of environmental destruction. The Zambian farmers’ protest has caused a significant diplomatic rift. Although the U.S. Embassy has also described the incident as an ecological disaster, China’s Foreign Minister denied any connection between the catastrophe and the Chinese subsidiaries or their management, claiming that they were actively cooperating with the Zambian authorities.

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Thailand-Cambodia Rapprochement: China’s Diplomatic Role

Thailand and Cambodia have reconfirmed their ceasefire agreement reached after several days of conflict in the disputed border region. This confirmation followed China’s diplomatic intervention, which facilitated a meeting between the two sides in Shanghai.

Although the ceasefire agreement, formalized in Malaysia, was supposed to take effect from midnight on July 28, 2025, its effectiveness was quickly tested. Thailand’s army accused Cambodia of carrying out multiple attacks on the morning of July 29, 2025, though the Cambodian side denied any firing. Thailand’s Ministry of Foreign Affairs characterized this action as an “act of aggression” and a “clear violation” of the ceasefire agreement.

By midday on July 30, 2025, both parties appeared to have reaffirmed their commitment to the ceasefire. At a meeting in Shanghai, representatives from Cambodia and Thailand were pictured smiling with Chinese Vice Minister Sun Weidong, indicating a de-escalation of tensions between the sides. China’s Ministry of Foreign Affairs stated that this informal meeting represented its “latest diplomatic effort” and that China was playing a “constructive role” in resolving their border dispute.

Malaysian Prime Minister Anwar Ibrahim, the acting chair of the Association of Southeast Asian Nations (ASEAN), hosted the meeting where the ceasefire was agreed upon. United States Secretary of State Marco Rubio positively assessed the ceasefire declaration, emphasizing that President Donald Trump and he were “committed to an immediate cessation of violence.” Cambodian Prime Minister Hun Manet stated that Trump had called him to congratulate him on the peace initiative.

Clashes between Cambodia and Thailand have frequently occurred along their 800-kilometer (500-mile) border in the past. The most recent battles began on July 24, 2025, after a landmine explosion along the border wounded five Thai soldiers. The conflict resulted in at least 41 deaths and displaced over 260,000 people from their homes. While some residents are now returning, many still remain in evacuation shelters amidst uncertainty.

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