Economist Daniel Gros claims U.S. rare earth dependence on China is overblown, but his analysis overlooks critical midstream processing dominance.
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Written by: Daniel
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Written by: Daniel
NEWS China’s Rare-Earth “Own Goal” – Or Just a Clever Midfield Pass?
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That man needs to read a lot more than the immediate news before he analyses the future situation. Xi has already stated that the reprieve is only temporary and that China will require all of its own internal capacity + more from 2028 on. Anybody who thinks that there is currently a truce, only needs to look at the current SP attack across the whole RE sector.