Rare earth metals have become one of the world’s most strategic resources.

Essential for electric vehicles, wind turbines, batteries, and the defence industry, these materials now sit at the heart of the trade tensions between the U.S. and China.

In the third part of our series on “Geoeconomic rivalry in the commodity markets”, we explore how China built dominance across the entire rare earth value chain, and what this shift means for investors.

Click here to read the article.