Silver: G7 Looks At Price Floors and Critical Mineral Hoarding
G7 weighs critical mineral price floors, hoarding to curb China’s dominance
Authored by GoldFix ZH Edit
Group of Seven (G7) nations and the European Union are considering the use of price floors and new trade measures to boost rare earth production outside China, according to four people familiar with the talks. The measures could include subsidies, carbon-based tariffs on Chinese exports, and restrictions in public procurement tenders.
Reuters reports that the discussions come amid renewed supply chain concerns following China’s imposition of export controls on rare earths and related magnets earlier this year. The restrictions, initially a response to U.S. tariffs, disrupted European automakers and highlighted the bloc’s reliance on Chinese supply. Despite temporary licensing relief, bottlenecks remain and fresh shutdown risks are emerging.
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Technical teams met in Chicago this month under the G7’s Critical Minerals Action Plan. “The heart of the conversation was whether to raise the bar on regulation of foreign investment in critical materials in order to avoid companies going to China,” one source told Reuters.
Options debated included local content requirements and geographical sourcing limits. Officials also discussed establishing government-backed price floors, a system already tested by the United States to incentivize domestic production.
Commodity Hoarding Begins
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0:00- Intro/Topics
1:40-Gov't Price Floors, Hoarding
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The U.S. has signaled interest in broader coordinated measures with allies to counter potential Chinese price dumping in rare earth markets. As one source noted, divisions remain within the G7 on how directly to confront Beijing.
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