Apr 24, 2026 | 06:21
The impact of export controls on the rare earths market
Neha Mukherjee, Rare Earths Research Manager, Benchmark; Matthew Bird, Senior Edito, Benchmark
Rare earths are at the heart of resource geopolitics, with China's export controls completely reshaping the market and leading to a vast regional bifurcation in prices for heavy rare earths. Here, Benchmark Rare Earths Research Manager Neha Mukherjee discusses this trend with Matthew Bird.