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U.S.-China rare-earth talks highlight reliance on China for years

The U.S. produces less than half of its rare-earth demand, keeping China dependence likely for years, according to the article.

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MarketBeat Ratings reports that at a Sept. 24 summit, Presidents Trump and Xi agreed the United States and China would continue working to resolve supply chain issues tied to critical minerals.

The outlet said rare-earth shipments remain constrained and U.S. rare-earth mining continues to lag China, with domestic production not even covering half of domestic demand, implying the U.S. will likely stay heavily dependent on China for rare earths for years.

MarketBeat Ratings also noted there could be incentives for domestic minerals companies to expand U.S. rare-earth production, with several companies offering different exposure levels, including MP Materials, Energy Fuels, and NioCorp Developments.

The article highlights MP Materials as a rare-earth miner with a market capitalization above $8 billion, though it also characterizes some other opportunities as more speculative.

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