Which companies discussed China Exposure in Materials in earnings calls?
492 companies mentioned china exposure across 1,347 earnings calls in Materials over the past year, spanning 1 sectors. The most active were MP Materials Corp. (14 calls), Alcoa Corporation (11 calls), FMC Corporation (9 calls). The table below ranks every company by how often the theme came up, with direct links to each transcript.
Mentions over time
Data table
| Quarter | Calls mentioning China Exposure |
|---|---|
| 2024Q4 | 358 |
| 2025Q1 | 387 |
| 2025Q2 | 330 |
| 2025Q3 | 354 |
| 2025Q4 | 348 |
| 2026Q1 | 350 |
| 2026Q2 | 335 |
| 2026Q3 | 310 |
| 2026Q4 | 11 |
Companies ranked by mentions
Representative quotes
…consumer of minerals, and that is exactly what has happened. Roads, power and border infrastructure have been built across Southwestern Mongolia and Northern China and new mines are now operating in the region. What was once Zuun Mod's greatest challenge, its location is fast becoming…
…steel as well. So since the government has introduced BIS system over 2 years, the demand import from other countries like basically from China had curtailed and then the prices have gone up. And then even now, the steel prices have gone up. So the difference between steel…
…earths we plan to produce are essential to magnets inside the electric motors, drones guided munitions. And it's a supply chain that China overwhelmingly dominates today. We import virtually 100% of the many different rare earths we need, including dysprosium and terbium, which we plan to make…
…when you're a tungsten miner? Is scrap is not infinite. I have 100 years of reserves at some point. That means if China loses access to now European scrap, they're going to have to go back into Western concentrate market, which is going to drive Chinese…
Frequently asked questions
What is China Exposure and why are companies discussing it?
Demand, competition and geopolitical risk in China as management teams weigh exposure to the world's second-largest economy.
Which company mentioned china exposure most in Materials in the past year?
MP Materials Corp. (MP) led with 14 calls referencing china exposure, most recently on September 9, 2026.
How can I track china exposure mentions across earnings calls via API?
The EarningsCalls.dev REST API exposes the same data behind this page. Use the search_transcripts and count_mentions_by_ticker endpoints to query our archive of 33,000+ earnings call transcripts — keyword search, sector / date filters, per-company mention counts, and the underlying full transcripts. See the API docs →
Related macro themes
Last updated: October 15, 2026. Methodology: full-text search across all earnings call transcripts in our corpus over the past 12 months, matching the canonical term and its aliases (China, china, chinese market). Mentions are per call, not per occurrence within a call; the company-rank table is built by counting distinct calls mentioning the theme. Page refreshes every hour at the edge as new calls land in our archive.