Rare-Earth Minerals to Be in Focus at Paris Air Show -- Market Talk

Dow Jones
2025/06/12

0841 GMT - Investors will focus on any comments regarding the supply of rare-earth minerals made at the Paris Air Show next week, Citi analysts say. Concerns over the medium-term availability of these key minerals have increased following trade tensions between the U.S. and China. The aerospace industry needs them for the production of sensors, navigation, propulsion and flight control systems, the analysts note. Many suppliers have six months or so of inventory to support manufacturers, and there could be rationing and bottlenecks if the U.S. and China don't come to terms by the fall, the analysts say. Airbus is down 1.5%, Melrose Industries is down 1.6%, while Thales and Safran are both down 1.1%.(cristina.gallardo@wsj.com)

 

(END) Dow Jones Newswires

June 12, 2025 04:41 ET (08:41 GMT)

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