Rare earth supply crunch triggers global power shift

Chinese export quotas could displace up to 13,000 tonnes of demand in 2026. (Stock image by Robert.Governments and industry are scrambling to loosen China’s grip on rare earths, but new supply will arrive too slowly to prevent shortages, shifting pricing power to a handful of miners outside the country, a new report warns.Geopolitical tensions and export threats have accelerated efforts to diversify supply chains for the critical minerals used in electric motors, electronics and advanced weapons systems, ac ...