earth minerals: China previously capped exports, causing bottlenecks in industries like EVs, aerospace, and defense. The U.S. is pushing for an immediate resumption of those exports .

Tech & semiconductors: The U.S. is considering easing some export restrictions to China if China reciprocates by opening up rare-earth supply .

Both sides are trying to rebuild momentum after a preliminary Geneva deal last month that temporarily reduced tariffs and created a 90‑day window for progress .$BTC