Thanks to Paul Kedrosky for highlighting Ambrose Evans-Pritchard’s article about China’s plans to limit exports of rare earth minerals.

Specifically, there’s discussion of limiting exports of terbium, dysprosium, yttrium, thulium, lutetium, neodymium, europium, cerium, and lanthanum.  We took a look at who’s sending shipments to the United States that include these rare earth minerals.  Results below:

• 3 suppliers of products including terbium
• 5 suppliers of products including dysprosium
• 54 suppliers of products including yttrium
• 1 supplier of products including thulium
• 8 suppliers of products including lutetium
• 41 suppliers of products including neodymium
• 12 suppliers of products including europium
• 85 suppliers of products including cerium
• 121 suppliers of products including lanthanum

If you dig into the searches, you can see the geographic distribution of these suppliers.  Some are the original suppliers; others are middlemen.