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Rare earth stocks extend losses as U.S. expects China to delay export controls

  • Critical Metals, USA Rare Earth and MP Materials were all trading sharply lower in early deals.
  • The move comes as U.S. President Donald Trump prepares to meet Chinese leader Xi Jinping for a high-stakes summit.
  • China is the undisputed leader of the critical minerals supply chain.

Shares of several U.S.-listed rare earth miners fell sharply on Monday as U.S. officials said they expect China to delay introducing export controls on critical minerals as part of a broader trade deal.

Critical Metals fell more than 17% in early deals, USA Rare Earth declined 12%, MP Materials was down 7.3% and Trilogy Metals lost 15%. Energy Fuels and NioCorp Developments, meanwhile, traded 14.7% and 9.5% lower, respectively.

Source: https://www.cnbc.com/2025/10/27/trump-xi-meeting-rare-earth-stocks-in-focus-amid-us-china-trade-talks.html