DiscoverCommodity Compass WeeklyCommodity Compass - 10/10 - Rare Earth Export Controls Rattle Geopolitics
Commodity Compass - 10/10 - Rare Earth Export Controls Rattle Geopolitics

Commodity Compass - 10/10 - Rare Earth Export Controls Rattle Geopolitics

Update: 2025-10-10
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The dominant narrative pushing commodities this week was the escalating U.S.–China quarrel focused on rare earth export controls. China, citing national security, expanded restrictions on rare earth metals, magnets, and the technology associated with processing and refining, tightening its grip on key materials essential for aerospace, and defense. In response, President Trump threatened to impose 100% tariffs on Chinese imports starting November 1, escalating the trade war and rattling markets already grappling with supply chain risks. 


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Commodity Compass - 10/10 - Rare Earth Export Controls Rattle Geopolitics

Commodity Compass - 10/10 - Rare Earth Export Controls Rattle Geopolitics

Jennifer Pickerel