America’s Rare Earth Ultimatum: A National Policy of Vertical Integration

For the past decade, our dependence on rare earths has conjured up considerable attention, fascination, and concern regarding their importance. This has caused a cascading effect to create interest and investment in other rare metals, critical minerals, ore deposits, mining, and the American mineral endowment—all related to with U.S. technology […]

Will China’s Outrageous Rare Earth Monopoly Persist?

Rare earth elements (REEs) are anything but rare in their industrial uses. These 17 elements are critical, albeit in miniscule quantities, for the production of most high-tech products today such as mobile phones, wind turbines, and high-definition TVs. China’s rare earth deposits are vast, but not at all proportional to […]

Fears Rise China Could Choke off Supply of Rare Earths in Trade War

China’s grip on the world’s rare earths market is in focus once again amid speculation the dominant producer could choke off supplies as the trade war escalates. But they’re not the only strategic minerals to watch if China’s relations with the U.S. deteriorate. FULL STORY: https://www.bloomberg.com/news/articles/2019-05-23/china-s-sway-over-tech-metals-under-scrutiny-after-huawei-swoop Why Rare Earths Could […]

Why Rare Earths Could Give China a Trade War Cudgel

U.S. President Donald Trump’s threat to cut off the supply of chips and processors to Huawei Technologies Co. is hitting China’s biggest tech company where it hurts – its dependence on other nations for the semiconductors and software used in smartphones and networking gear. So when China’s President Xi Jinping […]

China Gears Up to Weaponize Rare Earths Dominance in Trade War

Beijing is gearing up to use its dominance of rare earths to hit back in its deepening trade war with Washington. A flurry of Chinese media reports on Wednesday, including an editorial in the flagship newspaper of the Communist Party, raised the prospect of Beijing cutting exports of the commodities […]

U.S. Risks ‘Devastating’ Blow From China’s Rare Earths Monopoly

Beijing’s threat to use its dominance of rare earths in the trade war risks serious disruption to U.S. industry, by starving manufacturers of components commonplace in everything from cars to dishwashers and military equipment. And, it’s a stranglehold that might take years to break. FULL STORY: https://www.bloomberg.com/news/articles/2019-05-29/u-s-risks-devastating-blow-from-china-s-rare-earths-monopoly Rare metals used […]

Why Contrarians Say China’s Rare Earth Trump Card May Backfire

China is regarded by many experts as holding a trump card in trade talks given its dominant position as a global supplier of rare earth materials used in U.S. industries including technology, aerospace and defense. The U.S., in fact, relies on China for 80% of its rare earth supplies and […]

US Tariffs On Chinese Graphite Will Be The First Domino

By Eagle Graphite Newsletter Tariffs will only accelerate the inevitable scramble for supply Graphite is indispensible for the manufacture of all sorts of things that are important to daily life. It finds use in literally hundreds of applications including steelmaking, electronics, gaskets, lubricants, and, yes, pencils. A shortage in graphite would […]

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