China blacklists MP Materials, USA Rare Earth in critical minerals war
China's blacklisting of two rare-earth firms can restrict trade and supply flows of critical minerals and related products.
Source →The trace
How it reaches your house.
Starting from Rare-earth elements (NdPr), we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Gallium →Shortage riskGallium is marked as a critical input to semiconductors and chips with dependency_strength 0.5, so a gallium constraint would transmit as a moderate downstream availability risk.
70% confidenceGallium →Stands to benefitChina's 98% gallium supply share means a gallium-related constraint concentrates market leverage with China as the dominant supplier, though the benefit inference is less direct than a downstream shortage.
56% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Semiconductors and chips
Companies you may own
No named companies on this path.
Tap a company to see what it told the SEC could break it.
In the MyPRIA app, this is checked against your own holdings.