China blocks rare earth sales to US firms under export rules
Beijing targets defense supply chains and MP Materials while extending European export permits ahead of a critical November…
Company watch
All companies →USA Rare Earth
Every EAB briefing that touches USA Rare Earth — capital spending, plants, M&A, earnings and policy exposure. 7 briefings.
- First seen
- September 4, 2026
- Latest
- October 16, 2026
- With a linked document
- 7 of 7
- Subject of the briefing
- 6
- Named as exposed
- 1
- Desks
- Energy & Minerals (3), Semiconductors (3), Trade & Policy (1)
USA Rare Earth Funds Brazil Mining and Carolina Magnet Plant
The company faces capital scrutiny over its $2.8 billion Serra Verde mine purchase and $1.2 billion South Carolina magnet…
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…
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…
China bans dual-use sales to MP Materials and US refiners
The Ministry of Commerce export blacklist targets MP Materials and USA Rare Earth, cutting off specialized processing feedstocks…
China bars dual-use exports to Japan citing military end-use
Spokesperson remarks on Sept. 21 reinforce restrictions covering 80 Japanese entities, halting rare-earth shipments and…
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…