Which companies discussed China Exposure in Materials in earnings calls?
487 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. (13 calls), Alcoa Corporation (11 calls), LANXESS Aktiengesellschaft (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 | 109 |
| 2024Q4 | 356 |
| 2025Q1 | 379 |
| 2025Q2 | 329 |
| 2025Q3 | 354 |
| 2025Q4 | 348 |
| 2026Q1 | 350 |
| 2026Q2 | 335 |
| 2026Q3 | 217 |
Companies ranked by mentions
Representative quotes
…think that at the end of the day, I mean, certainly, this market has changed drastically. You have the two largest ex-China producers, both with minimum price floor guarantees from governments, right? And so we've sort of protected the base of that industry…
…recently approved INR 3,094 crores Phase 2 project of 110,000 TPA is moving through environmental clearance. Now the operating environment. China remains the string factor for this industry, and the signals there are respective. Operating rates and inventories have tellers at the supply side stayed disciplined…
…have identified suppliers, and we do not see that as a constraint going forward. Unknown Analyst (Analysts): Okay. So TCE import from China is, at this point of time, being freely dumped into India? Bir Kapoor (Executives): Yes, it will be imported from outside India. Unknown Analyst (Analysts…
…know that the battery business in India is expected to grow leap and bound. And ultimately, we will try to be near where China is today maybe in 5, 10 years. And there is this polymer film, which is used within the cell. So it fits in very…
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 13, 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.