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S& Global Platts Crude & Refined Products Market
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Critical minerals Briefing, September 2025:
Rare Earths - A year of disruption and transformation
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China continues to leverage its dominance in rare earths as a geopolitical tool, using export restrictions and licensing controls to signal its capacity to disrupt global supply chains. These measures serve as a warning and negotiation tactic in tensions with the US, EU and other nations, reinforcing China’s influence over technologies vital to electric vehicles, defense and clean energy.
The rare earth sector is now at a turning point, marked by intensifying strategic competition. China’s recent export controls have exposed global supply vulnerabilities, prompting urgent efforts by the US and allies to localize and diversify supply through innovative measures.
Gain a comprehensive overview of rare earths development with S&P Global Critical Minerals Briefing.
The rare earth sector is now at a turning point, marked by intensifying strategic competition. China’s recent export controls have exposed global supply vulnerabilities, prompting urgent efforts by the US and allies to localize and diversify supply through innovative measures.
Gain a comprehensive overview of rare earths development with S&P Global Critical Minerals Briefing.
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