China’s Rare Earth Producers See Strong Profits Despite Geopolitical Tensions
6 Articles
6 Articles
China is preparing to scale up the US trade war and will impose new restrictions on exports of rare earths, according to Financial Times. The price of herb, a metal in the family of rare earths...
MP Materials Cements Lead in America’s Rare Earth Magnet Race
China controls roughly 90% of the world’s rare-earth magnet production, and it just showed investors exactly how far it’s willing to go to keep that grip. After Washington pushed to build a rare earth supply chain outside Beijing’s control, China’s Ministry of Commerce added several U.S. companies to its export-control blacklist this past June. MP Materials, the only U.S. company that can mine, refine, and manufacture rare earths into finished m…
China’s Rare Earth Producers See Strong Profits Despite Geopolitical Tensions
China's rare earth producers have reported or anticipated hefty first-half profits despite geopolitical tensions with Japan and the United States. US President Donald Trump's announcement of over US$2 billion in domestic mining investment is seen as diversifying the rare earth supply chain away from China's near-monopoly. This move has driven up product prices and valuations of listed Chinese firms. Shenzhen-listed China Rare Earth Resources and…
For two decades Beijing built an almost absolute dominance over rare earth mining and processing, essential minerals to manufacture from electric cars to missiles. However, new investments, trade restrictions and technological changes are beginning to weaken that advantage, although the United States still faces enormous difficulties in replacing Chinese supply.
ActualidadRT, Latin American Summary, August 8, 2026. The restrictions imposed by China on the export of its rare earths reflected alarming figures in recent months for both the US and Japan. During the period from January to June, Chinese exports of restricted rare earth elements to the US country fell by almost 30%, while to Japan they decreased [...] China’s entry. Pekin plays his powerful economic ace against the US and one of his allies was…
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