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The recent announcement that China will keep easing rare‑earth export licences for the European Union, while seeking reciprocal help on dual‑use cases, creates a new source of geopolitical risk for traders. Understanding the mechanisms behind export controls and the ways they feed into market prices is essential for building robust quantitative models. This article shows how to translate the political signal into data, adjust factor exposures, and test the impact on portfolio performance. Translating Policy Signals into Data Streams Quantitative teams must first convert the qualitative statement into a structured time series....