This section contains press releases and other materials from third parties (including paid content). The Globe and Mail has not reviewed this content. Please see disclaimer.

America's Defense Industry Is Racing to Escape China's Rare Earth Grip

Newswire.ca - Thu May 14, 7:00AM CDT

FN Media Group Presents Oilprice.com Market Commentary

NEW YORK, May 14, 2026 /CNW/ -- China moved this week to take tighter control of its rare earths producers amid an escalating tit-for-tat battle with Washington over everything from tariffs and semiconductor warfare to pressure over Iran and Hormuz.  At the same time, an ominous Pentagon deadline looms large, with the entire American defense system to be banned from using any Chinese-origin rare earths materials beginning in January 2027. With fewer than eight months on the clock, Washington is sounding the alarms at full blast, and the Department of War is leading the clarion call for American rare earths. Companies mentioned in today's commentary includes:  Realloys Inc. (ALOY), Freeport-McMoRan Inc. (NYSE: FCX), Lithium Americas Corp. (NYSE: LAC), Lynas Rare Earths Ltd. (OTCQX: LYSDY), The Metals Company's (NASDAQ: TMC), Electra Battery Materials (NASDAQ: ELBM).

Read more at newswire.ca

This article contains syndicated content. We have not reviewed, approved, or endorsed the content, and may receive compensation for placement of the content on this site. For more information please view the Barchart Disclosure Policy here.

All market data (will open in new tab) is provided by Barchart Solutions. Copyright © 2026.

Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice. For exchange delays and terms of use, please read disclaimer (will open in new tab).