China Delays Rare Earth Export Controls in U.S. Trade TruceMembers
Beijing and Washington agreed to extend waivers on critical mineral licensing to Jan.
Company watch
All companies →Proterial
Every EAB briefing that touches Proterial — capital spending, plants, M&A, earnings and policy exposure. 6 briefings.
- First seen
- August 28, 2026
- Latest
- October 7, 2026
- With a linked document
- 6 of 6
- Subject of the briefing
- 1
- Named as exposed
- 5
- Desks
- Energy & Minerals (3), Semiconductors (2), Trade & Policy (1)
China Rare Earth Group faces feedstock curbs from Myanmar
Cross-border shipments of heavy rare earth feedstocks remain throttled after conflict in Kachin State cut Chinese imports under…
India pushes rare earth magnet output to counter China curbs
A 72.8 billion rupee incentive package draws 20 corporate bids to build 6,000 tons of annual capacity as New Delhi moves to…
Japan urges China to expedite rare earth export approvals
Japanese delegates in Beijing raised administrative export delays as Chinese magnet shipments to Japan fell 17.1% in August…
Tesla drops rare earths in Cybercab motor to cut China risk
The drive unit shrinks 18% and sheds 25% in weight, while federal regulators open a safety review into the driverless vehicle in…
China Sets Consolidated Late-2026 Light Rare Earth Mining Quota to Cap Northern Bastnasite Extraction
The joint ministerial directive sets binding production limits for state-owned mining champions, tightening upstream feedstock…