Rare earth stocks tumble as U.S. expects China to delay export controls

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In an aerial view, a instrumentality vessel sits docked astatine the Port of Oakland connected October 10, 2025 successful Oakland, California.

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Shares of respective U.S.-listed uncommon world miners fell connected Monday arsenic U.S. officials said they expect China to hold introducing export controls connected captious minerals arsenic portion of a broader commercialized deal.

Critical Metals fell astir 8% successful premarket trade, USA Rare Earth declined 7.4%, MP Materials was down 5.2% and Trilogy Metals mislaid 5%. Energy Fuels and NioCorp Developments, meanwhile, were some seen trading astir 6% lower.

U.S. Treasury Secretary Scott Bessent told NBC News' "Meet The Press" connected Sunday that Washington and Beijing were expected to scope a woody to debar a caller 100% U.S. tariff connected Chinese goods, with Beijing acceptable to defer connected imposing strict uncommon world export controls.

His comments travel up of a high-stakes gathering betwixt Chinese person Xi Jinping and U.S. President Donald Trump connected Thursday.

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