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China controls the majority of the world’s supply, and Beijing’s brief export restrictions last year on the minerals — critical for the defense and energy sectors — sent shudders through US industry.
Eyeing an opportunity, Brazil has sought to attract foreign investment: Its president recently said the country had the world’s second-largest reserves of rare earths despite just a third having been mapped. But persistent tensions between Brasília and Washington could hinder further integration; on Monday the US ordered Brazil’s Washington-based security attaché to leave the country.

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