Chinese Rare-Earth Miners Stay Bullish Ahead of Trump-Xi Summit as Prices Lift Earnings
Updated
Updated · Nikkei Asia · May 12
Chinese Rare-Earth Miners Stay Bullish Ahead of Trump-Xi Summit as Prices Lift Earnings
8 articles · Updated · Nikkei Asia · May 12
Chinese rare-earth miners are entering this week’s Trump-Xi summit with confidence after several strong years, expecting critical minerals to feature prominently in U.S.-China talks.
Higher rare-earth prices have lifted miners’ earnings, reinforcing optimism even as overseas importers struggle to reduce dependence on China’s dominant supply position.
That dominance has made rare earths and other critical minerals a likely flashpoint at the summit, with supply security and access increasingly central to trade and industrial policy.
The talks will be watched for any signal on whether Washington and its partners can ease China’s grip on materials vital to electronics, defense and clean-energy supply chains.
As Trump and Xi meet tomorrow, will their summit ignite a global mineral war?
Can America's multi-billion dollar plan actually end its reliance on China for critical minerals?
Could a new AI breakthrough make China's rare earth dominance obsolete?