X. It’s what’s happening
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
First, a comprehensive domestic industrial strategy must address the entire mining ecosystem—from streamlined permitting and modern equipment to efficient logistics networks and processing economies of scale. Second, a coordinated friendshoring approach must leverage partnerships with allies and developing economies to diversify supply chains away... See more
Securing America’s Critical Minerals Supply
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.com