China's rare earth shipments to the US fell 21% month over month in August to 512 tons, just ahead of Thursday's Trump–Xi meeting in Washington. With Beijing co...

China's rare earth shipments to the US fell 21% month over month in August to 512 tons, just ahead of Thursday's Trump–Xi meeting in Washington. With Beijing controlling 95%+ of critical material refining, supply access is now the leverage in the room. #RareEarths