MP Materials in the US has suspended the export of rare earth concentrates to China, impacting the supply chain of critical minerals such as nickel. Due to China's imposition of a 125% tariff on rare earths from the US, MP Materials has ceased exporting rare earth concentrates to China. MP is investing $1 billion to build a domestic supply chain, but the separation of heavy rare earths still relies on China. This incident may indirectly affect the trade landscape of critical minerals like nickel.