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Cover for Commodity Compass - 10/10 - Rare Earth Export Controls Rattle Geopolitics

Commodity Compass - 10/10 - Rare Earth Export Controls Rattle Geopolitics

October 09, 2025
  • Commodity Compass
Commodity Compass Weekly
By Commodity Compass Weekly
Commodity Compass Weekly

The dominant narrative pushing commodities this week was the escalating U.S.–China quarrel focused on rare earth export controls. China, citing national security, expanded restrictions on rare earth metals, magnets, and the technology associated with processing and refining, tightening its grip on key materials essential for aerospace, and defense. In response, President Trump threatened to impose 100% tariffs on Chinese imports starting November 1, escalating the trade war and rattling markets already grappling with supply chain risks.

 

Commodity Compass Weekly
Commodity Compass Weekly
Welcome to Commodity Compass Weekly with Jennifer Pickerel, your essential source for navigating the fast-moving world of commodities. Every week, we break down the biggest market movers, trends, and macro factors driving price action across energy, metals, agriculture, and beyond. Whether you're trading oil, watching gold, or managing risk in softs and grains, this podcast delivers sharp insights and a forward-looking view to help you stay ahead.
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