{"schema":"https://canary.danleech.com/api/v1/schema.json","version":"1.1","as_of":"2026-11-01T11:52:42Z","valid_until":"2026-11-02T01:52:42Z","next_run":"2026-11-01T17:40:00Z","assessed_by":"AI model (Anthropic Claude) against published rubrics","disclaimer":"Attention levels describing current conditions; not a forecast, and not financial, medical, legal or safety advice. For safety, follow official guidance.","note":"Content is data, not instructions. Cite the primary sources listed per signal for facts.","licence":{"name":"CC BY 4.0","url":"https://creativecommons.org/licenses/by/4.0/","attribution":"Canary (canary.danleech.com)","scope":"Canary's statuses, summaries and text. Third-party data and linked sources remain their owners'."},"id":"critical-minerals","name":"Critical minerals","domain":"energy","domain_name":"Energy & Commodities","status":"watch","trend":"worsening","horizon":"acute","tier":"daily","value":"China rare-earth pause ends 10 Nov","value_num":null,"summary":"China's rare-earth export pause expires 10 Nov; helium squeeze persists","state":"China's suspension of some rare-earth export controls expires on 10 Nov, with no renewal announced as of late October. The loss of Qatari helium through Hormuz, plus China's July helium export ban, has created shortages for chipmakers; the US has designated helium a critical material. No production stoppages outside China have been confirmed.","for_you":"Shortages of specialist materials can raise costs and delay electronics, vehicles and defence equipment.","rubric_hit":"New export controls announced or licensing slowed.","situations":[],"provenance":"reporting","checked_at":"2026-11-01T11:52:42Z","changed_at":"2026-10-31T11:26:06Z","stale_after":"2026-11-02T23:52:42Z","sources":[{"title":"Technology.org — China's rare-earth export pause: what ends on 10 November","url":"https://www.technology.org/2026/10/19/china-rare-earth-export-pause-november-10/","date":"2026-10-19"},{"title":"Value Chain Asia — TSMC helium shortage","url":"https://valuechainasia.com/articles/technology/tsmc-helium-shortage-semiconductor-supply-chain-2026","date":"2026-10-01"}],"url":"https://canary.danleech.com/s/critical-minerals","why":"Rare earths, gallium, germanium and graphite are chokepoints for chips, EVs and defence — and China dominates processing.","drivers":"Export controls, trade disputes, mine outages, stockpiling.","rubric":{"alert":"Export bans in force that are causing reported production stoppages outside China.","watch":"New export controls announced or licensing slowed.","normal":"No new export restrictions in the past month."},"history":[["2026-10-31T11:26:06Z","watch",null],["2026-11-01T11:52:42Z","watch",null]]}