China rare earth suppliers hold shipments to US contractors
Delays mount across American defense motor supply chains as Chinese exporters withhold heavy rare earths and permanent magnets…
Company watch
All companies →MP Materials
Every EAB briefing that touches MP Materials — capital spending, plants, M&A, earnings and policy exposure. 10 briefings.
- First seen
- September 4, 2026
- Latest
- October 10, 2026
- With a linked document
- 10 of 10
- Subject of the briefing
- 8
- Named as exposed
- 2
- Desks
- Energy & Minerals (9), Semiconductors (1)
MP Materials begins shipping non-China magnets to GM plantsMembers
The Fort Worth facility will supply 1,000 metric tons of finished NdFeB magnets annually for 500,000 electric vehicles under a…
US Senator Daines urges China talks to protect rare earths
The appeal follows a 21% drop in August magnet imports from China, with bilateral working groups seeking to avert shortages…
Evolution Metals scales Korea magnet capacity to 10,000 tons
The Miami-based producer is racing to install 13 Japanese sintering machines by November ahead of a strict Pentagon ban on…
Dysprosium prices jump outside China as buyers split supply
Benchmark and REEx data show heavy rare earths trading up to 17 times higher in Europe and North America as military rules…
Benchmark says ex-China heavy rare earth prices jumped 150% in Q3
Western buyers paid a sixteenfold premium for European dysprosium oxide over Chinese domestic spot rates as Pentagon procurement…
Chinese rare earth suppliers halt shipments to US customers
Hold-ups of yttrium and indium cargo follow Beijing's blacklisting of the Responsible Business Alliance, leaving aerospace and…
China Rare Earth Group seeks control of Shenghe Resources
A potential buyout would give Beijing indirect exposure to the sole operating American rare earth mine alongside the Pentagon, MP…
Korea doubles US rare earth imports to counter China quotas
Inbound deliveries of American rare earth oxides reached $19.06 million as manufacturers diversify magnet feedstocks, though…
China rare earth suppliers halt US shipments ahead of Washington summit talks
Processors pause mineral cargoes to American buyers over regulatory risks despite valid export licenses, leaving United States…