Tag
China rare earths
How to Engineer Global Dependence: China’s Formula for Building a Rare Earth Edge
By Xinyue Hu
Beijing's dominance in the rare earth industry is the result of decades of targeted state efforts – and a willingness to absorb financial losses for strategic gain.
The China Challenge in Critical Minerals: The Case for Asymmetric Resilience
By Pascale Massot
De-risking is unlikely to truly alter China’s dominance over global critical mineral supply chains. There’s a better approach.
China-US AI Technology Competition: Who’s Winning in Key Inputs?
By Sara Hsu
Energy, rare earth elements, and talent: these critical inputs face vastly different structures in the two countries and may determine the pace and scale of AI innovation.
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
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
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
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
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.
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
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
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
By Mercy A. Kuo
Insights from Jane Nakano.
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