Why does China control 90%+ of the world’s rare earths, and what can the West do to fight back? In this eye-opening conversation, SCP Resource Finance CEO David Wargo joins Trey Reik to explain how China monopolized one of the world’s most strategic industries and why rare earths are now a frontline weapon in the U.S.-China trade war. With China already cutting off critical mineral exports, including rare earths, the West is being forced to scramble for new sources and rebuild its industrial base.
David breaks down the rare earths that really matter (neodymium, praseodymium, dysprosium, terbium), why they’re essential to EVs, robotics, and wind power, and why the West is years behind due to decades of offshoring. He also reveals two companies best positioned for the coming reindustrialization push and hunger for Rare Earths: MEI and EFR.
With geopolitical urgency rising and policy momentum building, the rare earth sector now faces strong tailwinds, making it one of the most compelling long-term opportunities in global investing.
Get Wealthion’s Rare Earth Investment White Paper here: https://wealthion.com/rare-earth-metals/
Chapters:
2:16 - Why Rare Earths Are Front‑Page News
4:59 - What Exactly Makes a Metal “Rare Earth”?
6:02 - Which Rare‑Earth Metals Really Matter?
8:38 - Light vs. Heavy Rare Earths
9:40 - So… Why Are Rare Earths Actually Rare?
11:41 - How Did China Corner the Market?
16:33 - Canada’s Hidden Rare‑Earth Potential
22:17 - Where Outside China Has the Best Prospects?
26:50 - Brazil’s Billion‑Ton Ionic‑Clay Discovery
32:09 - Do Mining Majors Already Produce Rare Earths?
35:54 - Which Companies Should Investors Watch?
42:00 - Cycle Check: Is Now the Time to Buy?
45:47 - Can the West Really Re‑industrialize?
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3Y4gcEo
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
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