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Nobel Laureate Paul Krugman, Brazil’s Rare Earths Bet

Wall Street Week

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Rare Earth Elements: A Global Challenge

This chapter explores the critical role of rare earth elements in the shift towards electric technologies, with a focus on Aclara Resources' operations in Brazil and the challenges posed by China's dominance in the sector. It underscores the strategic vulnerabilities faced by the U.S. due to heavy reliance on Chinese imports for defense systems and the importance of investing in domestic processing. The discussion also highlights Brazil's ambitions to enhance its position in the rare earth supply chain and attract sustainable investment through collaboration at various government levels.

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