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Why Is This Rare Earth Metal 346 Times More Expensive In America Than in China?

supply_chain_vulnerabilityGlobalOilPrice2 Nov, 01:00 UTC

Context

Samarium sells for as much as 346 times more in North America than in China, and that price is just a preview of what American industry would pay the day Beijing stops exporting. Jet engines, industrial motors, EVs, wind turbines and medical scanners all run on rare earth magnets, and most U.S. manufacturers still buy theirs from China, at Chinese prices. Outside China, dysprosium costs five times as much and yttrium more than 100 times as much. Japan has already learned what happens when the Chinese supply slows: its government is asking Washington…

What it means

Causal chain

No clear market signal

How to read a signal
Severity
the event's market impact, 1–5
Direction
↑ / ↓ likely price move for the asset
Exp. move
the size of the abnormal move we'd expect if the call plays out — not a claim a move will happen:
Ssmall<1%
Mmoderate1–5%
Llarge>5%
Most flagged events don't move beyond noise; those count against us (see the track record).
Timeframe
the window we measure over:
1dshort
5dmedium
21dlong
Conviction
how well-established the directional call is (textbook → speculative) — not a guaranteed outcome:
low
average
strong

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Not investment advice · for informational purposes only. Generated 2 Nov, 01:04 UTC