According to the Wall Street Journal, the US requested China to resume rare earth exports in exchange for a 90-day tariff truce during talks in Geneva. Despite reaching an agreement, China has failed to deliver on its promises by continuously delaying the issuance of export permits for rare earths and other critical materials, raising concerns within the US auto industry. Several suppliers have warned the White House that if this situation persists, factories could risk shutdowns similar to those during the pandemic.

President Trump stated on social media that China has completely violated the agreement and emphasized that their concessions are lacking. Reports suggest that breaking the deadlock may require direct dialogue between Trump and Xi Jinping. As trade tensions escalate, the US has intensified export controls on Chinese high-tech products and imposed restrictions on Chinese students' visas for the US, while China criticizes the US actions through its state media.