China
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China’s November Critical Minerals Decision: A Reprieve for Both Economies, or a Catalyst for Separation?
“The countdown to November is not simply about whether China keeps shipping critical minerals; it is about whether…
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Perspective Is the Key to Objectivity — China’s Positional Resources and the Power of Industrial Dominance
“A positional resource is a nationally controlled asset or capability whose possession enhances a country’s prestige, autonomy, wealth…
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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…
