Rare earth supply bottlenecks set to persist in 2026

China’s rare-earth export restrictions are set to drive supply chain disruptions and higher prices in 2026, especially for rare-earth materials used in high-performance technologies, according to industry participants and experts. Rare earths became a linchpin in global trade in 2025 after China, a heavyweight in the sector, launched a strict licensing regime in April aimed at limiting exports forChina’s rare-earth export restrictions are set to drive supply chain disruptions and higher prices in 2026, especially for rare-earth materials used in high-performance technologies, according to industry participants and experts. Rare earths became a linchpin in global trade in 2025 after China, a heavyweight in the sector, launched a strict licensing regime in April aimed at limiting exports forRead More