Tag
U.S. rare earths

Rare Earths Are the Key to Winning the China-US Trade War
By Farrell Gregory
To accumulate industrial leverage over the U.S., China played the long game. The U.S. must do the same.

Rare Earth, Raw Power: How China Plays the Carrot and Stick Game of the Century
By Xinyue Hu and Meng Kit Tang
Beijing is more openly leveraging its control over rare earths, using them both as a stick to pressure geostrategic rivals and as a carrot to incentivize cooperation with partners.

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.

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.

California in the US-China Rare Earths Race
By Mercy A. Kuo
Insights from Jane Nakano.

Rare Earths in the US-China Trade War
By Mercy A. Kuo
Insights from Ryan Castilloux.
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