NUMBER OF THE DAY
That's how much Brazil exported in rare earths to China in the first half of 2025 – a tripling, but just a drop in the billion-dollar market.
💎 Reserves Without Refineries: Brazil holds the world's second-largest rare earth deposits but has yet to build its own processing or magnet production capacity.
🎯 China's Hedge Strategy: After supply disruptions from Myanmar, Beijing diversifies its raw material sources, with Brazil's mini-exports part of this risk diversification.
🔄 Trade Balance Tilts: Brazil's surplus with China shrank to $12 billion, the lowest since 2019 and just half of 2024's total.
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