China rare-earth supplier temporarily halts exports to the United States
A suspension of rare-earth exports can tighten supply of critical mineral inputs for downstream manufacturing.
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
Rare-earth elements (NdPr) →Shortage riskNdPr is a critical input to rare-earth magnets, so a Chinese export suspension directly tightens magnet supply.
97% confidenceRare-earth elements (NdPr) →Shortage riskChina supplies about 70% of NdPr, so a halt in its exports removes the dominant source of supply.
94% confidenceRare Earth Oxides (Nd, Pr, Dy, Tb) →Shortage riskHome appliances are marked as a critical downstream user of rare earth oxides, so a China export halt should constrain output and availability.
Hop 2
Dysprosium (Dy) Metal →Shortage riskRare earth magnets are a critical downstream user of dysprosium with dependency_strength 0.9, so a dysprosium supply halt should tighten magnet availability.
96% confidenceTerbium (Tb) Metal →Shortage riskRare earth magnets are explicitly marked as critically dependent on terbium metal, so a terbium export halt should tighten their input supply.
91% confidenceChina →Shortage riskChina supplies 95% of terbium metal, so a suspension of Chinese exports to the U.S. directly tightens availability of this rare-earth input.
Hop 3
Neodymium-Praseodymium (NdPr) Oxide/Metal →Shortage riskNdPr oxide/metal is a near-fully critical input to rare earth magnets, so an export halt should quickly tighten magnet supply.
97% confidenceNdFeB Permanent Magnets for Wind Turbine Generators →Shortage riskChina supplies 85% of this input, so a halt in Chinese exports directly removes the dominant source and creates a severe supply shortfall.
94% confidenceNdFeB Rare Earth Magnets →Shortage riskHVAC systems have a 0.9 dependency on NdFeB magnets and are marked critical, so the export halt should quickly tighten supply and delay production.
Hop 4
Lynas Rare Earths Ltd. →Prices riseNeodymium-Praseodymium (NdPr) Oxide/Metal
Lynas is a 12% supplier of NdPr oxide/metal, and the low substitutability plus 36-month replacement lead time mean the China export halt should keep this input tight and more expensive.
61% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Rare earth magnets · Home appliances · HVAC systems and equipment · Computers and laptops · Farm equipment parts
In the MyPRIA app, this is checked against your own holdings.