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As China widens its export control net, what’s next for rare earths?

After months of tenuous peace between the US and China – featuring multiple rounds of talks and extensions of a temporary trade truce – recent events had markets and observers briefly worried over a return to the dangerous escalatory spiral averted earlier in the year. Several punitive measures have been employed or threatened by the world’s two largest economies as they attempt to gain the upper hand in their broader rivalry, but last Thursday’s flurry of announcements from China’s Ministry of...


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