Walter Donway: China’s Rare Earth ‘Monopoly’ — and Why Markets Will Break It

With its recent announcement of a trade deal with China, the White House intended to reassure markets, manufacturers, and the military that China would not sever the supply lines of “rare earths” to the United States. Among other concessions, Beijing committed itself to avoid restricting exports of rare earth elements and related critical minerals essential to advanced manufacturing, clean “green” energy, and modern weapons systems. The agreement was described as a win for American economic strength and national security. But the very need for such a promise reveals an uncomfortable truth: the United States, long the world’s leading industrial power, has become dependent on the goodwill of a strategic rival for materials central to its economy and its defense.

Philip Crump: America's Rare Earth Renaissance

Six months into Trump's second term, rare earth minerals are at the centre of his Administration's approach to foreign policy.

As President Trump reshapes global alliances, rare earth minerals are at the centre of his Administration’s approach to foreign policy, challenging China’s stranglehold on the resources that power modern technology.

Larry Bell: China has us in a mineral choke hold, the U.S. must break it

One good early outcome of President Donald Trump’s trade war with China is a wake up call regarding the unacceptable consequences of Beijing’s weaponization of America’s dependence on rare earth minerals critical to advancing military technologies and domestic industries, including electric vehicles.