Rare-earth minerals are gaining increased attention as the United States steps up efforts to reduce its dependence on China’s dominance in the market for these critical resources, which are essential for technologies like electric vehicles, semiconductors, and defense systems. China currently controls a major share of global production and reserves of rare earths, prompting U.S.-listed companies in the supply chain, such as MP Materials and USA Rare Earth, to see their shares rise amid expectations of increased investment and government support. Meanwhile, China has tightened export controls, requiring foreign firms to obtain government approval for products containing Chinese-origin rare earths, further spurring U.S. and allied nations to accelerate domestic and allied-based sourcing and refining capacity. The article highlights how this shift reflects broader strategic concerns about supply chain security and technological sovereignty.
https://www.cnbc.com/2025/10/20/rare-earths-gain-amid-us-effort-to-beat-chinas-dominance.html
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