Trade
5.0
China Extends Rare Earth Export Controls Suspension to January
Published 2 d ago1 sourceEvidence: Unknown
SeverityModerateAssessedDeveloping storyLa RepúblicaLow-rated sourceCN
TradeReportedHighDevelopingFeatured
7.3
Yttrium price gap 125x as China extends rare earth export pause, April rules remain
China extended its October 2025 rare earth export control pause to Jan. 10, but the April 2025 licensing rules on seven medium/heavy rare earths, including yttrium, remain in force. Yttrium's price gap has widened to 125-fold, squeezing buyers ahead of Trump-Xi talks in Shenzhen. The extension is a tactical concession, but the unresolved April measures keep supply risk elevated.
AI disclosure: Model-written summary of the source, not a verified fact. Check the sources. How Mosaic works
Score Breakdown
Mosaic Score7.3
Model confidence0.7
Significance0.8
Source credibility0.5
Intelligence Tags
Locations
Shenzhen
Entities
United StatescountryChinacountryDonald TrumppersonXi JinpingpersonSupply Chainconcept
Related signals
8 foundGeopolitics
4.7
Myanmar junta courts US investment in rare earths to counter China dominance
Published 2 d ago1 sourceEvidence: Reported
SeverityModerateAssessedDeveloping storyDaily MaverickLow-rated sourceMM · US · CN
Trade
5.1
Serra Verde to Ship 325t Rare Earths from Brazil to US in Q4
Published 1 d ago1 sourceEvidence: Reported
SeverityModeratePoder360Low-rated sourceBR · US · CN
Geopolitics
9.2
US offers China American oil to replace Iranian crude in blockade push
Published 1 d ago10 sourcesEvidence: Reported
SeverityHighAssessedDeveloping storyAl Jazeera ARUS · CN · IR
Trade
9.1
Chinese university acquires Nvidia H200 AI chips despite US export ban
Published 1 d ago11 sourcesEvidence: Reported
SeverityHighAssessedDeveloping storyAl JazeeraCN · US
Geopolitics
9.1
Taiwan suspends Malaysia investment talks after Anwar's China remarks
Published 1 d ago8 sourcesEvidence: Reported
SeverityHighAssessedDeveloping storySouth China Morning PostLow-rated sourceTW · MY · CN
Geopolitics
9.1
Bessent confronts Lutnick over China chip security lapse in Situation Room
Published 18 h ago8 sourcesEvidence: Reported
SeverityHighAssessedDeveloping storyAxiosUS · CN
Trade
9.1
Lutnick stalls Nvidia China chip crackdown again after Oval Office showdown
Published 12 h ago8 sourcesEvidence: Reported
SeverityHighAssessedDeveloping storyAxiosUS · CN