Our View

China's Successful Monopolization of Rare Earth Minerals

China accounts for 78% of the world’s rare earth mineral supply. However, it is China’s control of rare earth processing capacity, more than its control of supply, that is the key to the country’s market dominance. Click here to read more.

China's Lessons Learned Help It Maintain Rare-Earth Dominance

China's maintenance of low rare earth prices since 2012 (see graph) helps it retain customers and discourage competition. See "Our View" on this page for more on this.

A Different Disruption (November 17, 2025) -- The situation today reminds us of a line from Samuel Taylor Coleridge’s “The Rime of the Ancient Mariner”: “water, water, everywhere, nor any drop to drink.”

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