China's Rare Earth Grip Holds Despite Trump-Xi Talks - Crude Oil Prices Today | OilPrice.com
1 min readAnalysis by AlgoThesis Editorial Desk
The story
China is maintaining its rare earth export controls despite Trump-Xi diplomatic talks, with BMI confirming the grip persists and McKinsey flagging it as a critical US manufacturing vulnerability. This creates a sustained structural bid for non-Chinese rare earth producers and processors as Western supply-chain diversification becomes a policy imperative.
The two-sided take
4 of 5 names have verified EOD history. The basket chart is hidden rather than showing illustrative data.Missing: LTHM
The house read
Wrong ifA genuine US-China trade détente that includes rare earth carve-outs would deflate the scarcity premium rapidly; also, MP and UUUU have already moved significantly on prior tariff-war narratives, meaning much of the easy re-rating may be behind us.
Published read · research, not advice