Supply Chain
Factories, freight, lead times and industrial data — the part of the story nobody prices in.
Analysis
Oct 2, 2026
China's Rare Earth Controls Are a Licence Regime, Not a Ban — and November 2026 Is the Next Decision
Five notices, twenty element symbols, fifteen active and five suspended. The constraint that stops most shipments is not the law, it is the seller's willingness to risk a licence file.