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Rare Earth Stocks Decline As US-China Trade Tensions Persist
China controls over 90% of processed rare earths and expanded export licenses to increase leverage amid U.S. plans for 100% tariffs starting November 1, 2025.
- On October 9, China expanded rare-earth export controls to include five elements and mining technologies, with China’s Ministry of Commerce saying it informed the United States and held talks.
- China’s near-monopoly over processing means it controls roughly 70% of global rare-earth mining, and Beijing said curbs respond to hostile U.S. actions with forceful measures if President Donald Trump imposes 100% tariffs.
- Market moves showed broad investor flows into U.S.-listed rare-earth names, with USA Rare Earth +19%, MP Materials +15%, Critical Metals +37% pre-market on Oct. 14, and Energy Fuels closed Oct. 13 at $23.77.
- After the tariff threat, Washington signalled a 100% tariff on Chinese goods starting Nov. 1, while U.S. and China reopened talks with Scott Bessent saying `We have substantially de-escalated`.
- Later this year, Dec. 1 licensing requirements for exports over 0.1% Chinese rare earths complicate sourcing, while Victory Metals’ North Stanmore project offers Western supply-chain partners an alternative.
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Helping China, Hurting Ourselves
President Trump’s Friday pledge of additional tariffs on China was fake. His goal has always been a deal, to the point of possibly affecting the 2020 election. The President unsurprisingly reverted to type on Sunday, tweeting “The U.S.A. wants to help China!” But he was actually right when he was angry. Beijing’s new export control announcement is a stark indication that closer ties to China put Americans and American companies at growing risk. …
·Washington, United States
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US Treasury Secretary Scott Besant has accused China of trying to weaken the global economy by imposing export controls on earth minerals and other resources vital to technological development, the Financial Times reported today.
·Belgrade, Serbia
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Coverage Details
Total News Sources40
Leaning Left6Leaning Right9Center7Last UpdatedBias Distribution41% Right
Bias Distribution
- 41% of the sources lean Right
41% Right
L 27%
C 32%
R 41%
Factuality
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