US pressures allies to break China’s hold on rare earths

The debate over how the West builds a durable, non-China rare earths supply chain is accelerating.

As highlighted in The Australian Financial Review, AR3 Chairman Angus Barker underscores that the shift away from bilateral price guarantees does not signal reduced US commitment, but rather a broader, coordinated approach across allied economies:

“The message ‘no more bilateral deals’ is not saying the US lacks commitment to establishing durable, bifurcated non-China rare earths pricing. It’s simply saying they won’t have the American public purse paying for it; instead the cost will be borne across the entire Western consumer base by imposing tariff
barriers or other restrictions on Chinese supply so that US and Western world pricing will be at a level that incentivises new, diversified and secure non-China rare earths feedstock and metal [or] magnet production."

This is a critical moment for allied collaboration on pricing mechanisms that support secure, diversified rare earths supply.

Read the full article via The Australian Financial Review: https://www.linkedin.com/company/74098768/admin/page-posts/published/