Securing Rare Earth Supply Chains: Geopolitical Strategy & Industrial Policy
This analysis examines the strategic shift in rare earth element markets, highlighting China's long-term industrial planning versus Western short-termism. It outlines actionable frameworks for building vertically integrated supply chains, implementing strategic cross-subsidization, and coordinating transatlantic alliances. Leaders must treat critical mineral dependencies as national security imperatives to future-proof defense, automotive, and renewable energy sectors.