Feb. 20 at 9:00 PM
$AREC $RMCO with most of Trump’s IEEPA tariffs struck down, China could pivot to rare earths as a more targeted retaliatory tool—what they normally do. Rather than an outright ban, Beijing could revive “selective selling” — tightening export licenses, slowing approvals, or restricting heavy rare earths and magnet materials to specific destinations or sectors. This approach creates supply uncertainty and price pressure without a dramatic headline move, giving China leverage while limiting self-damage.
