# rare earths

Type: Technology

Source: Supply Chain Intelligence Brief — https://getsupplybrief.com/entity/rare-earths
Canonical HTML page: https://getsupplybrief.com/entity/rare-earths

## Timeline

- **2026-06-18**: Deal Publicly Confirmed — Standard Media reports the preliminary agreement, with Ruto stating minerals will be processed domestically and that the US administration is satisfied with the mutually beneficial terms.
- **2026-06-16**: G7 Summit Discussion — President Ruto and President Trump discuss the preliminary minerals deal during the G7 Summit in France; Ruto later confirms terms in a Reuters interview.
- **2026-03-31**: Beijing Summit Begins — President Trump and Xi Jinping meet for high-stakes trade talks in China.
- **2026-02-23**: WITA Conference — Trade experts analyze the shift toward 'cautious stability' in US-China ties.
- **2026-02-15**: Supreme Court Ruling — SCOTUS strikes down broad tariffs, lowering effective rates to 15%.
- **2025-11-01**: Busan Meeting — Initial trade discussions set the stage for current tariff adjustments.

## Recent coverage (3 stories)

### US-Kenya Deal Mandates Domestic Processing of $62.4B Minerals, Upending Supply Chains
2026-06-19 11:25:06 · Sentiment: Neutral · Impact: 7/10 · Sources: 2

The preliminary US-Kenya minerals pact requires all niobium and rare earths to be processed locally, rewriting global critical mineral logistics. Valued at $62.4 billion, the Mrima Hill deposit could shift transshipment patterns, reduce reliance on Chinese refineries, and create new procurement hubs in Africa.
Full story: https://getsupplybrief.com/story/us-kenya-minerals-domestic-processing-supply-chain

### China Bolsters Mineral Dominance with Major Rare Earth and Fluorite Finds
2026-03-25 11:55:46 · Sentiment: Bullish · Impact: 7/10 · Sources: 2

China has announced significant new discoveries of rare earth elements, fluorite, and barite, reinforcing its position as the world's primary supplier of critical industrial minerals. These finds come at a time of heightened global competition for resources essential to high-tech manufacturing and the green energy transition.
Full story: https://getsupplybrief.com/story/china-rare-earth-fluorite-barite-discovery-2026

### US-China Trade Ties Stabilize Following Supreme Court Tariff Ruling
2026-02-24 00:08:48 · Sentiment: Neutral · Impact: 7/10 · Sources: 3

A landmark Supreme Court ruling striking down broad tariffs has lowered China's effective trade rate to 15%, setting a tone of 'cautious stability' ahead of the April summit between Trump and Xi. Analysts suggest the US is pivoting from economic transformation to securing reliable supply chains for critical materials like rare earths.
Full story: https://getsupplybrief.com/story/us-china-tariff-ruling-stability-summit

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