Decoding The Rare Earth Panic: Emotion vs. Economics
Rare earth metals are the unsung heroes of the modern economy. They’re essential for semiconductors, EVs, clean energy, defense systems… and most of all, for artificial intelligence. No rare earths, no AI hardware. No AI hardware, no AI Boom. And right now, China controls nearly the entire global rare earth supply chain — from mining to refining to processing. That’s a strategic chokehold,…