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Source document· June 12, 2026

China controls 90% of rare-earth processing — now a $204 million US investment in France aims to change that

View original at finance.yahoo.com
China controls 90% of rare-earth processing — now a $204 million US investment in France aims to change that Joe Raedle/Getty Images Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below…
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  • Despite the name, rare earths aren't especially rare — the challenge is processing them

    60% confidence

  • China controls roughly 70% of global rare-earth mining production

    60% confidence

  • Gold prices are at near-record highs driven by investor concerns about inflation, government debt, geopolitical tensions and market volatility

    60% confidence

  • The France expansion project could create more than 300 jobs

    60% confidence

  • China controls about 90% of global rare-earth processing and refining capacity

    60% confidence

  • The USA Rare Earth investment aligns with US government efforts to build supply chains outside of China and secure access to materials critical to national security and advanced manufacturing

    60% confidence

  • The France expansion may receive support from the French government

    60% confidence
What we know · the intelligence behind this page
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What we're seeing
Q4 2026 Clinical Catalyst Season: Big-Pharma Data Flow, Regulatory Milestones, and a Thin AI-Drug Fringe
October 2026 conferences (EASD, IGCS, NACFC, HFSA) are producing a dense run of late-stage readouts from Novo Nordisk, Lilly, Roche, Bayer, Vertex and Galderma. Regulatory milestones are scheduled behind them: the ivonescimab BLA PDUFA date on 2026-11-14, FDA acceptance of Roche's vamikibart BLA, and Scholar Rock's EMA resubmission. The AI-and-finance angle is peripheral. It consists of the AI-designed drug Rentosertib and QAIAx, a speculative microcap whose trial claims (the QIII pilot, anticipated 2027-01-01, and a patent update) are forecasts and filings rather than data, so they warrant skepticism.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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China controls 90% of rare-earth processing — now a $204 million US investment in France aims to change that — Source | Via News | ViaNews EU