Rare Earth

[winston]

Rare earth elements are essential for the core components of AI data centers: hard drives, cooling systems, networking hardware, fiber optics and power systems.

Without them, the AI boom doesn’t just slow down — it stops.

So as demand for data centers grows stratospherically, so does demand for rare earths.

In fact, the scramble over rare earths production is signaling a $11.3 trillion economic shift, involving 127 companies and multiple sovereign nations.

Source: Smart Money

[winston]

Why China may be better placed than US in tussle for rare earths

While Beijing has long engaged with resource-rich nations, Trump’s Washington is seen as more ‘aggressive’ and reactive

by Dewey Sim

During his Southeast Asia trip in October, US President Donald Trump sealed deals with Malaysia and Thailand on the same day – both aimed at securing and diversifying America’s supply chains for critical minerals and rare earths.

Trump and Malaysian Prime Minister Anwar Ibrahim agreed to step up cooperation on building and expanding critical minerals supply chains, according to a White House statement. They also agreed to strengthen the security of critical minerals and rare earths supplies in the two countries.

Using similar wording, the White House said the US would also “strengthen cooperation [with Thailand] on critical minerals supply chains development and expansion” and promote trade between the two nations in areas including critical mineral resource exploration, extraction, and processing and refining.

Source: SCMP

https://www.scmp.com/news/china/diploma ... e=homepage

[behappyalways]

Visualizing The World's Rare Earth Reserves
https://www.zerohedge.com/commodities/v ... h-reserves

[winston]

not vested

Investing in Rare Earth Elements: How the REXC ETF Bypasses China’s Dominance

by Jessica Mitacek

Key Points

China controls approximately 90% of global rare earth element (REE) refining and has leveraged its dominance by implementing strict export controls, making REE supply a national security priority for the United States.

The global REE market is projected to reach $6.28 billion by 2030, driven by the essential role those 17 elements play in high-growth industries like semiconductors, EVs, aerospace, and artificial intelligence.

The new Sprott Rare Earths Ex-China ETF (REXC) allows investors to bypass Chinese market risks by focusing on producers in Australia, the United States, and Canada, though it carries a relatively high expense ratio for a passively managed fund.

Source: Market Beat

[behappyalways]

Australia orders Chinese investors to sell rare earth stakes
https://www.theedgesingapore.com/news/c ... rth-stakes

[behappyalways]

The US Is Still A Decade Away From Breaking China’s Rare Earth Hold
https://www.zerohedge.com/markets/us-st ... earth-hold