As Trump meets Xi, rare earths give China a powerful hand
Why now
Thesis: Rare earths become a bargaining chip in US-China talks
Catalyst to watch: Outcome of Trump-Xi meeting
Main risk: Talks could ease tensions and deflate premium
Why it matters
China's rare-earth leverage in Trump-Xi talks raises supply-security risk for tech and defense inputs.
Sources
- googlenews · news.google.com · 2026-09-24 16:00 UTC