U.S. Rare Earth Imports Remain Below Pre-Restriction Levels After Trump-Xi Summit
Shipments of yttrium, dysprosium and terbium to the United States are running at 42 percent, 41 percent and 49 percent of earlier volumes. BMI, the Fitch Group research unit, said China's controls on these minerals are expected to stay in place after the May 14-15 Beijing talks.
jpost.comShipments of yttrium, dysprosium and terbium to the United States are running at 42 percent, 41 percent and 49 percent of pre-restriction volumes, according to BMI, the Fitch Group research unit. The data cover the period after a one-year suspension of China's October 2025 export controls.
The White House stated only that China had committed to addressing supply concerns, without providing binding details.
BMI said China's position in global rare earth supply is expected to stay firmly in place. No formal agreement on export controls was reached during the Beijing talks. The suspension of China's broader controls is scheduled to expire in November 2026. The White House statement did not specify any timeline or volume commitments.
Washington has provided a $400 million Pentagon stake in MP Materials and a $1.6 billion funding commitment for USA Rare Earth. BMI noted that structural dependency on Chinese supplies remains. The minerals are used in defense systems including F-35 fighters and in electric vehicle components.
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