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China rare earths

How to Actually Overcome China’s Rare Earths Monopoly

How to Actually Overcome China’s Rare Earths Monopoly

By Tim Worstall
For materials that are essential to our modern way of life, the rare earths industry is surprisingly small – which is why China has been able to dominate thus far.

Australia, Indonesia Aim to Challenge China’s Dominance in EVs and Batteries

Australia, Indonesia Aim to Challenge China’s Dominance in EVs and Batteries

By Marina Yue Zhang
Indonesia and Australia are teaming up to challenge China's dominance in electric vehicles and battery manufacturing.
Don’t Worry About China’s Gallium and Germanium Export Bans

Don’t Worry About China’s Gallium and Germanium Export Bans

By Tim Worstall
As with China’s 2010 rare earths ban, it will take a few years, at most, for Western countries to secure alternative supplies.

The Green Great Game Is This Century’s Space Race

The Green Great Game Is This Century’s Space Race

By Chietigj Bajpaee
The rivalry for access to raw materials to facilitate the energy transition will turn the “Green Great Game” into one of the defining geopolitical features of the 21st century.

Mongolia’s Rare Earths Diplomacy and Its Geopolitical Implications

Mongolia’s Rare Earths Diplomacy and Its Geopolitical Implications

By Marina Yue Zhang
The Mongolian prime minister’s visit to Washington to discuss potential rare earth collaborations can be seen as bolstering the United States’ position.

What’s Driving Taiwan’s Mass Protests?
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What’s Driving Taiwan’s Mass Protests?

Can the West Shake Its Dependence on China’s Rare Earths?

Can the West Shake Its Dependence on China’s Rare Earths?

By Barbara Kelemen and Alexander Stonor
Reliance on China’s rare earth elements sector limits the ability of the United States to punish Beijing economically should it pursue a military action against Taiwan.

Rare Earths: Fighting for the Fuel of the Future

Rare Earths: Fighting for the Fuel of the Future

By Brendan P. Dziama, Juan Manuel Chomón Pérez, and Andreas Ganser
Rare earths are as critical to the modern economy as oil – and China has quietly secured a near-monopoly.
Japan, the US, and the Quest for Secure Supply Chains

Japan, the US, and the Quest for Secure Supply Chains

By Akihiro Furusho
Japan-U.S. cooperation is crucial for ensuring supply chain resilience and thus economic security.

California in the US-China Rare Earths Race

California in the US-China Rare Earths Race

By Mercy A. Kuo
Insights from Jane Nakano.

Rare Earths in the US-China Trade War

Rare Earths in the US-China Trade War

By Mercy A. Kuo
Insights from Ryan Castilloux.

Is China Ready to Take Its Economic Coercion Into the Open?

Is China Ready to Take Its Economic Coercion Into the Open?

By Shannon Tiezzi
Previous moves targeting Japan, the Philippines, and South Korea, have all been pointedly unofficial.
Chinese Media Suggest Rare Earth Embargo on US Amid Trade War

Chinese Media Suggest Rare Earth Embargo on US Amid Trade War

By Paul Wiseman, Frank Bajak, and Yanan Wang
Chinese media warn that Beijing could strike back harder as the trade war continues.

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