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The Economic Playbook Behind China's Rare Earth Market Success

Newswire.ca - Tue May 5, 9:02AM CDT

FN Media Group Presents Oilprice.com Market Commentary

NEW YORK, May 5, 2026 /CNW/ -- China's most effective weapon in the rare earth war wasn't a missile, a tariff, or a trade embargo. It was a price tag. For more than two decades, Beijing has used a remarkably simple strategy to maintain its stranglehold on the global rare earth supply chain: whenever a Western company would get serious about building an independent processing capability, China would act to crash prices. And the result is generally the same: the investment case falls apart, the funding disappears and the company folds. China's monopoly survives another cycle.  Companies mentioned in today's commentary includes:  Realloys Inc. (ALOY), MP Materials Corp (NYSE: MP), Compass Minerals International Inc. (NYSE: CMP), Nouveau Monde Graphite Inc. (NYSE: NMG), USA Rare Earth Inc. (NASDAQ: USAR), NioCorp Developments Ltd. (NASDAQ: NB).

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