Rare Earths: A Critical Battleground in the US-China Trade War 👇
The recent export restrictions imposed by China on rare earth elements have significant implications for the US. With China controlling 70% of global production and 90% of processing capacity, the US is vulnerable to supply chain disruptions. The restrictions will likely cause delays and increased costs for US defense and tech industries, including renewable energy and electric vehicles. As an investor, I see this as a critical moment for the US to diversify its supply chains and invest in domestic mining, partnerships, and recycling. The US must reduce its dependence on China and secure alternative sources to mitigate risks. This situation presents opportunities for strategic investments in rare earth mining, processing, and recycling.