{"id":93138,"date":"2026-02-17T00:00:00","date_gmt":"2026-02-17T00:00:00","guid":{"rendered":"https:\/\/enterpriseam.com\/logistics\/2026\/02\/17\/the-us-eu-and-china-are-scrambling-for-brazils-rare-earth-minerals\/"},"modified":"2026-02-17T00:00:00","modified_gmt":"2026-02-17T00:00:00","slug":"the-us-eu-and-china-are-scrambling-for-brazils-rare-earth-minerals","status":"publish","type":"post","link":"https:\/\/enterpriseam.com\/logistics\/2026\/02\/17\/the-us-eu-and-china-are-scrambling-for-brazils-rare-earth-minerals\/","title":{"rendered":"The US, EU, and China are scrambling for Brazil\u2019s rare earth minerals"},"content":{"rendered":"

Brazil is emerging as the latest frontier in global rare earths competition. <\/strong>While markets have traditionally kept a close eye on Africa-linked supply chains, Brazil \u2014 which holds the world\u2019s second-largest rare earths deposits \u2014 is now at the center of a high-stakes bidding war involving the US, EU, and China, the Financial Times (FT<\/a>) reported.<\/p>\n

The state of play: <\/strong>Washington has plowed USD 500 mn into the Serra Verde mine, and the EU is countering with a joint investment pact targeting the sector. Meanwhile, Chinese carmakers are quietly making direct plays for high-temperature magnet materials. <\/p>\n

The competition could be good news for Brazil \u2014 but it could get ugly:<\/strong> Brazil is refusing to choose sides \u2014 instead leveraging its 21 mn tons of reserves to force technology transfers and the development of a domestic refining industry. However, with a volatile US trade policy, rising Chinese influence over its rare earths supplies could trigger the tariff wrath of US President Donald Trump. <\/p>\n

It\u2019s looking like a Mexican standoff <\/p>\n

The US and EU exchange friendly fire over supply.<\/strong> Both sides are aligned on their goal of de-risking China, yet they are also competing to secure a piece of the action.<\/p>\n

China has a lot of skin in the game.<\/strong> China\u2019s interest in Brazil is laser-focused on heavy rare earths \u2014 dysprosium and terbium \u2014 which are critical ingredients for high-temperature magnets used in EVs and wind turbines. As Beijing tightens export controls, Brazil\u2019s deposits are a viable alternative for the green energy transition in the West.<\/p>\n

\n

What\u2019s next? <\/p>\n

Brazil is doubling down on securing its supply chains:<\/strong> Brazil\u2019s government is pushing for a National Policy on Critical Minerals to ensure it doesn\u2019t just export raw ore. If Brazil succeeds in building refining capacity, it would break China\u2019s 90% chokehold on processing \u2014 possibly lowering the risk, and likely the cost, for global manufacturers.<\/p>\n

Okay, interesting \u2014 but what\u2019s in it for our region? <\/strong>Saudi Arabia and the UAE have already secured long-term supplies of rare earths from Brazil via investments made in the early 2020s. However, both Gulf heavyweights are looking to transition from providers of capital for exploration to industrial hubs. If Brazil locks in homegrown industrial capacity, this would mean the rise of a serious contender in the race to industrialize rare earths processing.<\/p>\n

(** Tap or click the headline above to read this story with all of the links <\/strong>to our background as well as external sources.)<\/p>\n","protected":false},"excerpt":{"rendered":"

Brazil \u2014 which holds the world\u2019s second-largest rare earth deposits \u2014 is now at the center of a high-stakes bidding war<\/p>\n","protected":false},"author":1,"featured_media":93139,"comment_status":"","ping_status":"open","sticky":false,"template":"single-feature.php","format":"standard","meta":{"_acf_changed":false,"newspack_ads_suppress_ads":false,"newspack_popups_has_disabled_popups":false,"newspack_sponsor_sponsorship_scope":"","newspack_sponsor_native_byline_display":"inherit","newspack_sponsor_native_category_display":"inherit","newspack_sponsor_underwriter_style":"inherit","newspack_sponsor_underwriter_placement":"inherit","ep_exclude_from_search":false,"_primary_brand":0,"newspack_featured_image_position":"","newspack_post_subtitle":"","newspack_article_summary_title":"Overview:","newspack_article_summary":"","newspack_hide_updated_date":false,"newspack_show_updated_date":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[56],"tags":[248,17,98,55,31,32,129,54],"brand":[],"newspack_spnsrs_tax":[],"class_list":["post-93138","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-logistics-in-the-news","tag-china","tag-enterprise-logistics","tag-eu","tag-logistics-in-the-news","tag-saudi-arabia","tag-trade","tag-uae","tag-us","wpautop","entry"],"acf":{"mongo_id":"5b2fcc43-dbaf-414e-8028-7dee94953fcc","order":"9","is_powered_by":false,"story_type":"1","photo_url":"https:\/\/ent.news\/2026\/2\/1092.jpg","photo_position":"above","homepage_title":"","full_issue_title":"The race for Brazil\u2019s rare earths is on","related_issue":[93124],"teaser":"Brazil \u2014 which holds the world\u2019s second-largest rare earth deposits \u2014 is now at the center of a high-stakes bidding war"},"yoast_head":"\nThe US, EU, and China are scrambling for Brazil\u2019s rare earth minerals - 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