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China Reportedly Squeezing Rare Earth Supplies for Defense Companies

CNBC TelevisionAugust 4, 20251 min18,976 views
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Rare Earth Supply Chain Concerns

  • ⚠️ China is reportedly squeezing the supply of critical minerals used by Western defense companies.
  • 📌 While some rare earth supplies increased in June as trade tensions cooled, minerals specifically for defense remain tightly controlled.
  • 📈 Prices for some key minerals have reportedly increased five to six times due to these supply constraints.

US-China Trade Talks on Rare Earths

  • 💬 US Trade Representative Jameson Greer stated that recent trade talks in Sweden between the US and China focused on rare earth minerals.
  • 🎯 The US and China are reportedly about halfway towards restoring the flow of minerals to pre-curtailment levels.
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What’s Discussed

Rare EarthsCritical MineralsSupply ChainDefense CompaniesTrade TensionsUS-China RelationsMinerals Pricing
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