[𝐂𝐨𝐦𝐦𝐨𝐝𝐢𝐭𝐲 𝐁𝐫𝐢𝐞𝐟] June 10, 2025｜Rare Earths on the Table as US-China Trade Talks Deepen

Quote from chief_editor on June 10, 2025, 6:19 am

The second day of US-China trade negotiations in London has revealed a crucial shift in focus—from tariffs to strategic resources.

👉 Rare earth exports, export controls, and supply chain resilience are now officially part of the conversation.

Why does this matter?

• 🇨🇳 China controls over 60% of global rare earth production

• 🏭 These materials are essential for EVs, wind turbines, defense, and semiconductors

• 🧭 A regulatory shift could reshape long-term commodity flows

Meanwhile, the markets continue to react:

• 🛢️ Brent holds near $67.3, WTI at $65.5

• 📉 Gold dips to ~$3,311 amid reduced safe-haven demand

• 📈 Rare earth stocks in Asia posted modest gains

🗺️ As talks shift from pricing to politics, the commodity landscape is entering a new phase.

📸 Image source: Xinhua / Photo by Li Ying.