Markets tumble amid China’s threat to impose export controls on rare earth minerals

The news immediately caused a drop in equities and commodities, with soybeans down 20 percent in a matter of minutes.

China is currently rattling all of the markets right now. A short time ago, President Trump said China is becoming hostile and is threatening to impose export controls around the globe, on rare earth minerals.

The news immediately caused a drop in equities and commodities, with soybeans down 20 percent in a matter of minutes.

RFD-TV’s Tony St. James and market analyst Arlan Suderman of Stone X provide action and discuss what President Trump calls “a grave miscalculation.”

Related Stories
China has been largely absent from U.S. markets lately, but not when it comes to cotton. It’s a buy that, traders say, isn’t surprising given China’s limitations.
How many burgers could you buy instead of a house?
The Consumer Price Index rose 0.4 percent in August, led by higher shelter, food, and gasoline prices. Year over year, inflation is up 2.9 percent.
With new renewable volume obligations announced this year, the Iowa Soybean Association says they’ll be vital to a farmer’s bottom line.
The September WASDE report comes out on Friday at Noon ET. As always, we’ll bring you those numbers right here on Market Day Report along with our expert
Let’s take a look at harvest progress as of early September 2025, across all 50 U.S. States, prepared by Market Day Report anchor and RFD-TV Markets Expert Tony St. James.

LATEST STORIES BY THIS AUTHOR:

Mary-Thomas Hart, with the National Cattlemen’s Beef Association, discusses the latest WOTUS developments and their implications for agriculture.
Wed, 12/17/25 – 7:30 PM ET | 6:30 PM CT | 5:30 PM MT | 4:30 PM PT
A massive rail merger could significantly impact North American agriculture and trade flows.
Urea and phosphate see the biggest price relief from tariff exemptions, but nitrogen markets remain tight, and spring demand will still dictate pricing momentum.
Earlier this year, the BLM moved to rescind the Public Lands Rule from the Biden Administration. Interior Secretary Doug Bergum says overturning the rule will protect the American way of life and give rural communities a stronger voice.
Lower turkey and wheat prices helped ease Thanksgiving costs, but underlying farm-sector pressures remain significant.