The U.S. automaker is struggling to procure rare earth materials essential to its cars, as exports from China slow.

Jim Farley said he is pleased with the progress in trade talks between the U.S. and China but has yet to see an improvement in the flow of magnets.

Indian officials discussed China’s rare earth restrictions during talks with that country’s vice foreign minister this week, people familiar with the matter said, as automakers continue to warn of a looming shortage that may disrupt output in the South Asian nation.

That’s how one expert told CNN the auto industry is describing a possible shortage of rare-earth elements — minerals that are now center stage in the global trade war. Running low on those minerals could recall the pandemic-era chip shortage that jacked up car prices,

India has asked state-run miner IREL to suspend a 13-year-old agreement on rare earth exports to Japan and to safeguard supplies for domestic needs, two sources familiar with the matter told Reuters,

Beijing is more openly leveraging its control over rare earths, using them both as a stick to pressure geostrategic rivals and as a carrot to incentivize cooperation with partners.

GM formed alliances with 2 rare earth mineral processing companies to domestically source materials for parts GM uses in EVs.

Stellantis is currently unaffected by supply bottlenecks for rare earths from China, but the automaker had past difficulties in managing the situation, the head of its European operations said on Thursday.