Friday 17 October 2025
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wn.com - 3 days ago

Why the US will be dependent on China for rare earths for ‘quite some time’

Fed Watch Advisors’ founder Ben Emons warns the US will continue to depend on China for rare earth minerals for the foreseeable future. US rare earth stocks have been pushing higher in recent sessions after China announced new export curbs on the minerals. Additionally, JPMorgan has announced a $1.5 trillion investment plan, including up to $10 billion earmarked for critical minerals – further adding fuel to the rally. Despite this market enthusiasm, however, Emons cautions “we’ll be...


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