Adrian and Renaud chat about a timely topic, the complex and critical issue of rare earth minerals, focusing particularly on how the US/China trade war has recently influenced their availability. As China controls over 90% of the refined production of rare earth elements, recent developments in trade policies have significant implications for global supply chains, especially in the electronics and electromechanical sectors.
We break down what rare earth magnets are and why they matter, how China came to dominate refining and production, and the strategic moves unfolding as both powers weaponize their industrial capabilities.
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