{
  "id": 15919252,
  "title": "Why Are Rare Earth Stocks Falling When Prices Keep Rising?",
  "url": "https://urgent.news/2026/10/21/why-are-rare-earth-stocks-falling-when-prices-keep-rising",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-10-21T17:00:00.000Z",
  "source": {
    "name": "OilPrice",
    "slug": "oilprice",
    "url": "https://oilprice.com/Metals/Commodities/Why-Are-Rare-Earth-Stocks-Falling-When-Prices-Keep-Rising.html"
  },
  "original_language": "en",
  "account": "The question of why rare earth stocks are falling despite rising prices is perplexing. China still maintains control over the rare earth supply, and the recent Trump-Xi summit yielded no changes. Japan is projected to run out of yttrium, while the US has set a $110/kg minimum price for NdPr. Western buyers are paying anywhere from 5 to 346 times the Chinese price for heavy rare earths. Canaccord's critical minerals team has delved into this issue and found that the stocks are disconnected from the strong fundamentals of the market.",
  "summary": "Here is a question that should be harder to answer than it is: China still controls the rare earth spigot, the latest Trump-Xi summit did nothing to loosen its grip, Japan is about to run out of yttrium, Washington has put a $110/kg floor under NdPr, and Western buyers are paying anywhere from 5x to 346x the Chinese price for heavy rare earths. So why are rare earth stocks down on the year? That…",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}