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Rare earths are not just materials. They are power. China controls most of the processing. Western companies depend on supply they do not fully control. Governments talk about resilience while industries race to secure contracts. This episode explains where real power sits in the rare earth chain, how price shocks and policy signals move through automotive, energy, and tech, and why Europe, the United States, and major corporations are now trying to reduce dependence.
By Alex WhiteRare earths are not just materials. They are power. China controls most of the processing. Western companies depend on supply they do not fully control. Governments talk about resilience while industries race to secure contracts. This episode explains where real power sits in the rare earth chain, how price shocks and policy signals move through automotive, energy, and tech, and why Europe, the United States, and major corporations are now trying to reduce dependence.