CNBC
15 Oct 2026, 09:02 UTC · 3h ago
China indicates rare earths will keep flowing to EU, regardless of U.S. trade deal expiration
Impact · against what's priced in
The decoupling of European rare earth flows from the U.S.-China trade truce reduces systemic supply risk for European industrials and dual-use sector exporters. While the market had priced in a potential January cliff, the establishment of a 'green channel' creates a structural floor for supply continuity.
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