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How China Turned Rare Earth Processing Into the Most Effective Trade Weapon on Earth

Newswire.ca - Wed Apr 15, 7:00AM CDT

FN Media Group Presents Oilprice.com Market Commentary

NEW YORK, April 15, 2026 /CNW/ -- In 1992, China's political leader Deng Xiaoping made a comparison that should've set off alarms across the West: "There is oil in the Middle East; there is rare earth in China."Instead, for the next 30 years, Western governments largely treated rare earth processing as low-value work -- something they could hand off to whoever would do it cheapest. But then REalloys (ALOY) came along with partners and started building domestic processing capability while most of the industry was still looking the other way.  Companies mentioned in today's commentary includes:  Realloys Inc. (ALOY), NioCorp Developments LTD. (NASDAQ: NB), The Metals Company Inc. (NASDAQ: TMC), Compass Minerals International, Inc. (NYSE: CMP), USA Rare Earth, Inc. (NASDAQ: USAR), Comstock Inc. (NYSE American: LODE).

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