Allied Controls Advance

Sefcovic's push gains traction with Washington, Tokyo, Ottawa and Canberra because China has repeatedly used licensing and export controls to create leverage. The likely result is a practical coordination package rather than a full embargo regime: shared stockpiles, export-license transparency and public financing for processing outside China.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.