Live Markets: Mentions of "rare earth" spike amid US-china trade dispute

Critical Metals

28/10/2025 17:11

Updates with rare earth metal companies

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MENTIONS OF "RARE EARTH" SPIKE AMID US-CHINA TRADE DISPUTE

Mentions of the words "rare earth" among transcripts from global companies shot up to their highest since 2020 in the third quarter, AlphaSense data showed, as the sector continues to garner attention amid the U.S.-China trade tiff.

Top Chinese and U.S. economic officials on October 26 hashed out the framework of a trade deal for U.S. President Donald Trump and Chinese President Xi Jinping to decide on later this week that would pause steeper American tariffs and Chinese rare earths export controls, U.S. officials said.

This comes after China earlier this month expanded its rare earths export controls.

The stock market has not overlooked these headlines, as shares of U.S.-listed rare earth miners have seen immense volatility in the second half of the year.

Critical Metals CRML.O, USA Rare Earth USAR.O, MP Materials MP.N and Energy Fuels UUUU.A are some of the stocks that have seen wild moves of late.

Canada-listed miner Trilogy Metals TMQ.TO surged earlier this year after the White House said it would acquire a 10% stake in the Vancouver-based miner.

Reuters reported earlier this month that Washington is also looking to buy a stake in Critical Metals.

China processes more than 90% of the world's rare earths and magnets and recently expanded export curbs, including new elements to its control list and tightened oversight of foreign producers that rely on Chinese materials.

The U.S., by contrast, has one operational rare earth mine.

(Shashwat Chauhan)

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"Rare earth" mentions go up among companies https://www.reuters.com/graphics/GLOBAL-STOCKS/egvbbnalrvq/chart_eikon.jpg