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Rare Earths

All articles tagged with #rare earths

EU-China Trade Talks Face Critical Test as Parliament Demands Tougher Measures

EU-China Trade Talks Face Critical Test as Parliament Demands Tougher Measures

European Parliament members voted overwhelmingly for a resolution demanding tougher action against China, citing economic coercion and support for Russia. Simultaneously, EU Trade Commissioner Maroš Šefčovič arrived in Beijing for high-stakes negotiations aimed at rebalancing a trade deficit that now exceeds €1 billion daily. The talks focus on Chinese export surges, particularly in hybrid vehicles, and restrictions on critical raw materials, with Brussels considering new retaliatory tools if Beijing does not offer concrete concessions.

EU-China Trade Talks Kick Off in Beijing as Brussels Prepares Rapid Response Tools
economy5 days ago

EU-China Trade Talks Kick Off in Beijing as Brussels Prepares Rapid Response Tools

EU Trade Commissioner Maros Sefcovic began two-day talks in Beijing with Chinese Commerce Minister Wang Wentao to address a trade deficit exceeding €1 billion daily and restrictions on rare earth exports. The negotiations occur as the European Commission seeks to implement a new, rapid-response trade defense mechanism proposed by Germany and France, while China rejects voluntary curbs on hybrid car exports and warns against protectionist measures.

GM to Receive First US-Made Rare Earth Magnets from MP Materials
business7 days ago

GM to Receive First US-Made Rare Earth Magnets from MP Materials

General Motors is set to receive its first rare earth magnets produced in the United States by MP Materials, marking a key step in reducing reliance on Chinese supply. The Pentagon’s $400 million investment in MP Materials aims to secure domestic production, while GM’s earlier commitment helped accelerate development timelines. Although delivery timing details vary slightly across reports, the milestone signifies progress in building an integrated US rare earth supply chain.

EU Trade Chief Warns China Talks Stalled Ahead of Critical October Deadline
international-trade11 days ago

EU Trade Chief Warns China Talks Stalled Ahead of Critical October Deadline

EU Trade Commissioner Maroš Šefčovič admitted that months of 'tough' negotiations with China have not yet yielded a deal, despite urgent pressure from European leaders. With a €1 billion daily trade deficit driving industrial closures in Europe, Šefčovič is traveling to Beijing on October 8 for a 'super crucial' meeting with Chinese Commerce Minister Wang Wentao. The EU seeks concrete results by October 15 to present to leaders in Brussels, threatening unilateral restrictions on Chinese imports if talks fail. Key issues include curbing Chinese export surges, boosting EU exports to China, and resolving rare earth supply curbs. While China has signaled willingness to discuss these topics, it has warned against punitive measures, creating a high-stakes diplomatic standoff.

US-China Summit Yields Limited Trade Deals Amid Diplomatic Showmanship
geopolitics15 days ago

US-China Summit Yields Limited Trade Deals Amid Diplomatic Showmanship

The recent state visit by Chinese President Xi Jinping to Washington resulted in a two-month extension of the trade truce and agreements on AI dialogue, but analysts criticize the lack of substantive breakthroughs. While the US and China issued separate statements rather than a joint one, both sides agreed to reduce tariffs on $30 billion in goods and establish communication channels for AI incidents. The summit was marked by high-profile hospitality, including a White House dinner attended by major tech executives, yet critics argue the diplomatic spectacle did not match the limited tangible outcomes, leaving strategic tensions unresolved.

Xi’s Washington State Visit Tests Rare Earths and AI Tensions
politics19 days ago

Xi’s Washington State Visit Tests Rare Earths and AI Tensions

Chinese President Xi Jinping arrived in Washington for a two-day state visit with President Donald Trump, marking the first such visit in over a decade. The summit focuses on implementing the May 2026 trade agreement, particularly regarding rare earth supply chains, agricultural purchases, and artificial intelligence. While the leaders agreed to extend a temporary trade truce until January 2027, progress on key commitments remains uneven, and unresolved disputes over Taiwan, tariffs, and technology persist.

US Rare Earth Rebuild Stalls as China’s Export Leverage Intensifies
economy19 days ago

US Rare Earth Rebuild Stalls as China’s Export Leverage Intensifies

The US has ceded dominance in rare earth processing to China, creating a strategic vulnerability that Beijing exploits through export controls. While Washington has invested billions to rebuild domestic capacity, the process is slow and technically constrained. A temporary truce suspends some restrictions until November 2026, but core controls remain, leaving US defense and industrial sectors exposed to supply shocks.

Greenland Security Pact Signed at UN; Critical Metals Jumps 38%
geopolitics-and-markets21 days ago

Greenland Security Pact Signed at UN; Critical Metals Jumps 38%

President Trump signed a trilateral security agreement with Denmark and Greenland at the UN General Assembly, granting the U.S. expanded military access and blocking non-NATO rivals from critical sectors. The deal triggered a 38% surge in Critical Metals Corp shares and significant gains for other Greenland-linked stocks, though it falls short of the 'total control' Trump initially demanded.

China’s Rare Earth Shipments to US Fall 20% as Summit Looms
geopolitics22 days ago

China’s Rare Earth Shipments to US Fall 20% as Summit Looms

Chinese exports of rare earth magnets to the United States dropped by 20% in August, reaching 512 tonnes, ahead of the Trump-Xi summit. This decline follows a sharp drop in May 2025 and signals ongoing friction over critical mineral supply. While US Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng agreed to establish an AI dialogue mechanism in New York, the US suspects Beijing is not fully honoring its commitment to uninterrupted supply under the current trade truce. The situation is complicated by China’s broader export restrictions on Japan and Germany, and the slow pace of Western efforts to build alternative supply chains.

Silicon Valley’s AI Panic: Is China’s Rise the Real Threat?
technology-and-geopolitics23 days ago

Silicon Valley’s AI Panic: Is China’s Rise the Real Threat?

American tech leaders are increasingly framing China’s potential AI dominance as a primary existential risk, rivaling fears of superintelligence. While the US focuses on AI governance, China leverages rare earth export controls to pressure Washington in trade talks. This geopolitical tension is reshaping AI development strategies and supply chains.

Eco-friendly breakthrough from a 28-year-old could reshape the rare earths market
technology2 months ago

Eco-friendly breakthrough from a 28-year-old could reshape the rare earths market

Marie Perrin, 28, developed a selective, single-step method to extract europium from waste such as broken lamps, reducing chemical waste and energy use versus traditional ore-based methods. She started the startup Reecover to scale the process and has earned a place on the European Patent Office’s Young Inventors list, signaling potential to disrupt the global rare earths supply chain.

US funds Australian rare-earth project to reduce China dependence
business2 months ago

US funds Australian rare-earth project to reduce China dependence

The US government, via the Office of Strategic Capital, approved a $400 million loan to Sunrise Energy to advance its Syerston scandium mine near Parkes, NSW, with a right of first offer on output and a planned US listing; backed by Robert Friedland, the move aims to diversify non-Chinese rare-earth supplies for defence and tech industries, and Sunrise shares rose as production is targeted for the second half of 2028.

US backs Australian scandium mine to diversify critical minerals supply
business2 months ago

US backs Australian scandium mine to diversify critical minerals supply

The US DoD announced a $400 million conditional loan to Sunrise Energy Metals to build the Syerston Scandium Project in Fifield, NSW—the world’s first primary scandium mine—aimed at securing Western supply amid China’s export controls; the project is part of a broader push including a bilateral critical minerals pact and a planned $3 billion in investments to boost domestic production for defence, aerospace and telecom tech.

Army Bases Turn Into Domestic Mineral Hubs
politics3 months ago

Army Bases Turn Into Domestic Mineral Hubs

The US Army will allow several companies—REalloys Inc., Titan Mining Corp., ioneer Ltd., and Energy Exploration Technologies Inc.—to build critical minerals processing plants at U.S. military bases, including locations like Toole Army Depot (UT), Pine Bluff Arsenal (AR), and Anniston Army Depot (AL). The initiative aims to boost domestic production of rare earths, graphite, lithium, and boron and reduce reliance on imports (notably from China), strengthening the defense-industrial base.