China
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How a Chinese Recession Could Undermine America’s Critical Minerals Strategy
In the event of a Chinese economic recession, how will the United States’ critical minerals economy be directly…
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The China Price Is No Longer the World Price for Rare Earths
The global rare earth market is now bifurcating—and perhaps trifurcating—as I have long predicted it would. Deglobalization is…
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November 10: The Day America Learns Whether It Has Solved Anything
If China extends its temporary suspension of critical minerals export restrictions, the real question will not be what…
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Can Vietnam Build a Rare Earth Supply Chain Independent of China?
A great many rare earth companies do business in, or are trying to do business in, Vietnam. The…
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Can India and Myanmar Build a Rare Earth Supply Chain Independent of China?
It cannot be overemphasized that the greatest value in the rare earth supply chain does not lie in…
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Capacity Is Not Capability
The current American effort to rebuild domestic manufacturing rests on a dangerous misconception. Washington has become obsessed with…
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Germany’s Automotive Reckoning and America’s Industrial Illusion
“Germany must learn software. America must relearn manufacturing. China already combines both—and industrial leadership will belong to the…
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Malaysia: A Quiet Center of Gravity in the Next Rare Earth Supply Global Ordering
Governments and financial markets have spent the better part of a decade searching for the country that will…
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Malaysia and Indonesia: Test Cases for China’s Global Rare Earth Control
“China’s objective is no longer merely to dominate rare earth production at home. It is to control the…
