GoKawiilUS rare earth revival stalls despite $100B loan authority, authors argue
Since China imposed rare earth export controls in October 2025, Beijing has repeatedly granted only short-lived reprieves tied to US concessions, most recently extending a truce to January 2027 while still restricting sales. In June, China added MP Materials and USA Rare Earth—the two firms central to US efforts to build a non-Chinese supply chain—to an export control list, even as a suspension was in effect.