Supply Chain & Geopolitics

Rare earths are at the center of a global “Critical Minerals” tug-of-war. This section analyzes the geopolitical strategies shaping the market, including China’s export quotas, the U.S. Inflation Reduction Act (IRA), and the EU’s Critical Raw Materials Act. We track the shift toward “friend-shoring” and the development of independent, non-Chinese supply chains.

Key Focus: Export controls, government subsidies, mineral security partnerships, and global trade policy.