China rare earth firms halt some U.S. shipments over geopolitical worries, sources say
Some rare earth shipments from China to the U.S. are being halted, tightening supply of critical materials and magnets.
Source →The trace
How it reaches your house.
Starting from China Minmetals Rare Earth Co., 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
China Southern Rare Earth Group →Shortage riskChina Southern Rare Earth Group accounts for a major share of dysprosium metal supply (55%) and replacement is slow and hard due to low substitutability and a 72-month lead time, so export disruption should constrain availability.
90% confidenceChina Minmetals Rare Earth Co. →Shortage riskChina Minmetals’ halt on exports would directly tighten terbium supply; the edge shows a 20% share, very low substitutability, and an 84-month replacement lead time.
90% confidenceChina Northern Rare Earth Group →Shortage riskHop 2
Dysprosium (Dy) Metal →Shortage riskRare earth magnets are highly dependent on dysprosium as a critical input, so halted dysprosium shipments constrain magnet supply.
98% confidenceMischmetal / Lanthanum (NiMH anode alloy) →Shortage riskThis input has dependency_strength 0.95 and is marked critical, so a Chinese shipment halt should quickly constrain household battery supply.
96% confidenceNeodymium-Praseodymium (NdPr) Oxide/Metal →Shortage riskHop 3
China →Shortage riskChina accounts for 98% of gallium supply, so a China export halt makes this critical mineral immediately scarcer.
97% confidenceRare earth magnets →Shortage riskNeodymium-Praseodymium (NdPr) Oxide/Metal
Rare earth magnets rely heavily on NdPr feedstock, so halted Chinese shipments quickly tighten this critical input.
89% confidenceRare earth magnets →Shortage riskDysprosium is a high-criticality magnet dopant, and the same export halt restricts its availability for high-performance magnets.
Where it lands
What you buy, and what you own.
Goods you buy
Rare earth magnets · Household batteries · Glass and windows · Home appliances
In the MyPRIA app, this is checked against your own holdings.