US Rare Earths Reliance to Persist
Despite surging domestic output and billions in new investments, the US will remain reliant on Chinese rare earths well into the next decade. The persistent trade imbalance looms large as President Trump prepares to meet Chinese counterpart Xi Jinping.
Xurve View
Insights:
Xurve View
United States will remain reliant on China for rare earths into the 2030s, facing a rare earths imbalance as leadership meets on Thursday. Domestic output covers 42% of demand, leaving a heavy reliance on imports.
