China Perspectives

China’s Dominance in Global Rare Earths

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Sabrin Chowdhury from BMI speaks on China’s dominance in global rare earths and implications on geopolitics and prices.

  • (00:00) - Introduction of Sabrin and her rare earths coverage
  • (01:27) - Why China dominates global rare earths supply chain
  • (03:31) - China’s dependence on Myanmar for heavy rare earth feedstock
  • (05:17) - Western economies’ supply chain diversification strategies
  • (09:00) - Potential credible alternatives to China
  • (10:09) - Obstacles to Western countries’ diversification push
  • (11:20) - China’s tightened grip and impact on prices
  • (13:05) - Indicators to watch on evolving trends
    • ...more
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