[ππ¨π¦π¦π¨ππ’ππ² ππ«π’ππ] June 10, 2025ο½Rare Earths on the Table as US-China Trade Talks Deepen
The second day of US-China trade negotiations in London has revealed a crucial shift in focusβfrom tariffs to strategic resources.
π Rare earth exports, export controls, and supply chain resilience are now officially part of the conversation.
Why does this matter?
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π¨π³ China controls over 60% of global rare earth production
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π These materials are essential for EVs, wind turbines, defense, and semiconductors
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π§ A regulatory shift could reshape long-term commodity flows
Meanwhile, the markets continue to react:
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π’οΈ Brent holds near $67.3, WTI at $65.5
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π Gold dips to ~$3,311 amid reduced safe-haven demand
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π Rare earth stocks in Asia posted modest gains
πΊοΈ As talks shift from pricing to politics, the commodity landscape is entering a new phase.
πΈ Image source: Xinhua / Photo by Li Ying.
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