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 consumer supply chains humming even as defense contractors face bottlenecks. In Washington, fresh policy and financing signals continue to support domestic mining, processing, and magnet manufacturing. Here’s what’s new today—and how it frames the near‑term outlook for USA Rare Earth (NASDAQ: USAR) and MP Materials (NYSE: MP). Reuters+2Yahoo Finance+2 What’s new today (Nov. 11, 2025) China’s targeted easing on rare