USTR Greer: Rare Earths Flowing From China, but Compliance Falls Short
As seen on the 24/7 Wall St. homepage on November 12, 2026.
Washington's top trade negotiator says rare earth shipments are flowing again but Beijing's compliance is incomplete, which keeps the export-license spigot a live risk for magnet buyers and domestic critical-minerals names.
USTR GREER ON CHINA, TRADE: GETTING SOME RARE EARTHS THAT WE NEED -CNBC USTR GREER ON CHINA, TRADE: WOULD LIKE TO SEE MORE PROGRESS USTR GREER ON CHINA, TRADE: NOT PERFECT COMPLIANCE
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U.S. Trade Representative Jamieson Greer confirmed on CNBC that the United States is receiving some of the rare earth materials it needs from China, a signal that shipments have resumed after export restrictions rattled supply chains. But Greer was careful to stop well short of declaring the matter resolved, noting the compliance picture is not perfect.
That gap between partial delivery and full compliance is what keeps this story live for markets. Companies that depend on rare earth magnets for motors, defense hardware, and consumer electronics are still operating under uncertainty about whether today's shipment volumes hold tomorrow.
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Greer added that he would like to see more progress, language that points to ongoing negotiations. For buyers of critical minerals and for domestic rare earth producers, the direction of those talks will determine whether export-license risk stays elevated or begins to fade.
The comments land at a moment when the rare earths supply chain is already a focal point for policymakers and investors alike. Incomplete compliance means the export-license spigot China controls remains a live lever, and any deterioration in talks tightens supply again with little warning.