Current briefings on tariff changes, China export controls, rare earth markets, and Gulf disruption — written for manufacturers, not analysts. Free to download.
China's Wave 2 rare earth export controls are suspended until November 10, 2026. When the suspension expires, controls activate simultaneously on additional materials AND the equipment used to process them. Seven months is not much runway.
On April 2, Section 232 tariffs were restructured to apply to the full value of all steel and aluminum derivative articles. For manufacturers sourcing metal components from China, effective rates now reach 53%. Most operators haven't re-run the numbers.
Q1 2026 was the quarter rare earth supply chain risk stopped being theoretical. Terbium up 116% quarter-over-quarter. NdPr establishing a new baseline. China's Wave 1 licensing regime proved more disruptive than anticipated. Full price summary across 9 elements with export control status and US producer updates.
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