Rare Earths Showdown: How China’s Export Curbs Fuel MP Materials’ Ascent

A significant escalation in the global trade conflict emerged over the weekend as China moved to impose sweeping new export controls on rare earth elements and related technologies. This strategic decision by Beijing sends shockwaves through worldwide supply chains for these critical minerals. At the center of this geopolitical shift stands MP Materials, the Western Hemisphere’s largest rare earths producer.

The updated regulations from China’s Ministry of Commerce substantially expand the government’s oversight of this vital market. Export restrictions now cover five additional rare earth elements, bringing the total to twelve out of seventeen elements requiring special licenses for shipment abroad. Dozens of specialized mining and processing equipment types also fall under these new controls.

Perhaps the most consequential development is China’s... Read more...