Rare Earths Today (Nov. 11, 2025): China’s New Licensing Pivot, U.S. Financing Push, and What It Means for USA Rare Earth (USAR) and MP Materials (MP)
Summary: On November 11, 2025, the rare‑earths narrative shifted again. Beijing is reportedly exploring a licensing “workaround” to ease the flow of rare‑earth materials to the U.S. while excluding companies with ties to the American military—a move that could keep