China’s rare earth grip persists despite Trump-Xi summit, BMI says

Mining

05/25

China’s stranglehold on the global rare earth supply is expected to “stay firmly in place” despite the recent summit between its President Xi Jinping and his US counterpart Donald Trump, according to ...

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Amongst the most closely watched topics were rare earths, for which China controls about 60% of the world’s mined output and nearly all of the minerals’ processing capacity.\n\nChina’s grip on rare earths remains tight amid Xi-Trump showdown\n\nLast year, the Asian nation leveraged its near-monopoly position on the rare earth market to combat US tariffs, imposing export restrictions in two successive waves. It first tightened exports on seven rare earth elements, related compounds and magnets, before broadening its reach to encompass an additional five elements and widening licensing requirements to cover products made with Chinese-sourced materials or technologies.\nWhile Beijing later agreed to suspend the latter measures in late October, that was for just one year, and the broader controls are expected to resume in November 2026.\nIn the lead-up to and during the Trump-Xi summit, market observers were monitoring whether that one-year suspension would get extended, and if talks could even result in an outright rare earth accord between the two sides.\nWhile Trump had called his Beijing trip a 「success」, no formal agreements or trade truce extensions have been announced. The White House has only reported that Beijing had committed 「to addressing US concerns over supply shortages of rare earths」, without giving much detail.\nReducing Chinese dependence\nAccording to analysts at BMI, that uncertainty is still expected to linger, and Beijing’s chokehold on US mineral supplies is not expected to go away. The US Geological Survey estimates that much of US mineral imports still come from China, highlighting America’s reliance on its main economic rival.\nEven with the one-year respite, supplies of some minerals — the so-called 「heavy」 rare earths — remain hard to source, according to customs data. Overall shipments of export-controlled rare earths have remained well below historical levels, with exports of yttrium, dysprosium and terbium running at just 42%, 41% and 49% of volumes recorded in the 12 months preceding the restrictions, BMI noted.\nOne element that has seen an acute shortage is yttrium, whose price has risen 15-fold since the Chinese export controls. Slower shipments of the mineral, used as a thermal barrier coating on turbine blades and as a protective coating and insulator in semiconductor applications, have prompted widespread alarm across the US aerospace and semiconductor industries.\n\nCredit: BMI\nIn an attempt to reduce its dependence on China, the US government has stepped up its efforts over the past year to build a resilient mine-to-magnet supply chain, accelerating domestic industrial policy while deepening international cooperation at the same time.\nDomestic initiatives across the entire supply chain range include a landmark $400 million investment into MP Materials (NYSE: MP), the only rare earth miner in the country, and a $1.6 billion funding for USA Rare Earth (NASDAQ: USAR), which is developing a large deposit in Texas and as well as building out processing capacity.\nOn the international front, coordinated government efforts to secure reliable rare earth supplies are also being mobilized towards select projects and partnerships across Australia, Canada, Greenland, Angola, Mozambique, Brazil and Saudi Arabia, BMI noted.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}