Which companies discussed China Exposure in Materials in earnings calls?
484 companies mentioned china exposure across 1,327 earnings calls in Materials over the past year, spanning 1 sectors. The most active were MP Materials Corp. (13 calls), Alcoa Corporation (11 calls), Euro Manganese Inc. (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 |
|---|---|
| 2024Q3 | 46 |
| 2024Q4 | 356 |
| 2025Q1 | 379 |
| 2025Q2 | 329 |
| 2025Q3 | 354 |
| 2025Q4 | 348 |
| 2026Q1 | 350 |
| 2026Q2 | 335 |
| 2026Q3 | 270 |
Companies ranked by mentions
Representative quotes
…witnessing an AI and information revolution. In addition, our UG2 fine chrome has become the preferred feedstock for large, efficient new furnaces in China that supply the growing stainless steel market. On this basis, our view is positive for platinum, for rhodium, iridium, ruthenium and chrome. Northam…
…helped to reduce volatility as the market continues to grow and mature. During the last cycle, electric vehicles produced and sold in China dominated demand. Now we are also seeing strong uptake in energy stationary storage applications and commercial vehicles. Battery demand is real and lithium batteries…
…price of AUD 430. And so what we've been is presenting, obviously, we're delivering product in CIF, delivering it to China and then getting pricing in China to align with that. But coming back to those metrics as well, turning over $500 -- plus $500 million…
…regarding my second question on Chinese competition wind. Nordex mentioned in their call that they are increasingly using Chinese suppliers in Morocco and China for blade production. Can you give us some more insight into how they are positioned with these blade manufacturers? Are they maybe preferring 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 13 calls referencing china exposure, most recently on August 12, 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: August 31, 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.