Bloomberg - Are you a robot?
This is a very big deal. China has asserted sweeping control over the entire global semiconductor supply chain, putting export license requirements on all rare earths used to manufacture advanced chips. If enforced aggressively, this policy could mean "lights out" for the US AI boom, and likely lead to a recession/economic crisis in the US in the... See more
Dean W. Ballx.comBrent Elliott, a research associate professor of geology at the University of Texas, estimates the U.S. has sufficient resources to meet demand. "It's about the extraction potential and the logistics of getting it out of the ground in a way that is environmentally sensitive but also socially responsible," he says.
Partly because it is... See more
Partly because it is... See more
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China has demonstrated a willingness to weaponize REEs over the last 15 years.
Developing Rare Earth Processing Hubs: An Analytical Approach
While China accounts for approximately 60 percent of global REE production, it is responsible for 90 percent of processing, a
Developing Rare Earth Processing Hubs: An Analytical Approach
mmediately after its stand-off with China, Japan’s government passed a ¥100bn ($1.2bn) supplemental budget for rare-earth supply chains. It also developed a national strategy for breaking China’s chokehold on the materials. This involved finding alternative sources of rare earths, reducing their overall use, and stockpiling them for the next... See more