Rare Earths: The Innovation Economy's Critical Chokepoint
Source: SeekingAlpha
2025-11-11 13:47:00 ET
Rare earth elements (REEs) - the 17 metallic elements critical to technologies from AI chips to fighter jets - have become a new front in the global power contest. Currently, China controls nearly 90% of global refining capacity and has repeatedly tightened export restrictions, using its dominance as leverage in a deepening trade and tech rivalry with the West. 1 The U.S. and its allies are responding urgently with industrial policy and capital investments to build domestic supply chains....
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Rare Earths: The Innovation Economy's Critical Chokepoint
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