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Rare earths stocks surge after China tightens grip on global supplies
Shares of U.S. rare earth and critical mineral miners surged Thursday after China tightened restrictions on exports, fuelling market speculation that the Trump administration will move more aggressively to invest in building out a domestic supply chain. Ramaco Resources soared 12%, Energy Fuels surged nearly 8%, USA Rare Earth jumped more than 7%, and MP Materials rallied more than 6%. Lithium Americas popped more than 4% and Trilogy Metals rose more than 6%. Beijing is now requiring foreign entities to obtain a license to export products that contain more than 0.1% of domestically sourced rare earths, according to ... (full story)
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From channelnewsasia.com | Oct 8, 2025
China announced further controls on Thursday (Oct 9) on the export of rare-earth technologies and items, adding to existing regulations on the critical industry. Rare earths have represented a major sticking point in recent trade negotiations between China and the United States, with Washington accusing Beijing of slow-walking export licence approvals. ...
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