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
China still refines 85% of the world's rare earths and 72% of critical minerals, despite growing U.S. investment. Washington is now targeting a key bottleneck: the domestic mining workforce. #CriticalMinerals#RareEarths#China#Mining
Brazil is tightening control over critical minerals, with new rules allowing scrutiny of foreign mining deals. But despite holding the world’s No. 2 rare earth reserves, it still lacks a commercial magnet supply chain. #Brazil#RareEarths#Mining
The U.S. is backing another rare earths project in Africa, committing funding to Madagascar's Ampasindava deposit as it works to reduce dependence on China's supply chain. The project targets 4,000 metric tons of rare earth oxides annually. #RareEarths#CriticalMinerals#Mining
Pentagon suppliers warn the U.S. will lack enough rare earth processing and magnet capacity by the January 1, 2027 cutoff. China still dominates refining and permanent magnets, leaving defense and energy supply chains exposed. #RareEarths#Defense
