Which companies discussed China Exposure in Materials in earnings calls?
720 companies mentioned china exposure across 1,387 earnings calls in Materials over the past year, spanning 1 sectors. The most active were MP Materials Corp. (13 calls), FMC Corporation (10 calls), Alcoa Corporation (10 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 |
|---|---|
| 2024Q3 | 341 |
| 2024Q4 | 356 |
| 2025Q1 | 379 |
| 2025Q2 | 329 |
| 2025Q3 | 354 |
| 2025Q4 | 348 |
| 2026Q1 | 350 |
| 2026Q2 | 335 |
| 2026Q3 | 7 |
Companies ranked by mentions
Representative quotes
…week now, and that will immediately go to work on Stamford Bridge. And then a fourth drill rig is sitting in China at the port, really to come over to us. And we've got an option now on fifth. So yes, we're pretty excited about getting…
…right now and then silicon probably soon. Now I want to understand LFP market, what is the size of the market today in China? How many players are there in this segment? And how are we approaching this segment? Anurag Choudhary (Executives): So if you look…
…sales volume decrease of approximately 10,000 tonnes. And this decrease is done thankfully, primarily related to lower margin industrial products because in China and the situation Ren, our priority and focus remains on protecting strategic business and customer deliveries by securing supply through alternative solutions. And finally…
…deliver mineral security to the United States and metals where the U.S. is truly dependent on foreign sources, many sources controlled by China through their investment in countries like Indonesia, or elsewhere in Africa. What we can provide to the United States looks like based on 1 billion…
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 13 calls referencing china exposure, most recently on June 23, 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: July 16, 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.