The Daily Brief Is China Weaponising Rare Earth Minerals?
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Apr 16, 2025 Tensions rise as China implements new restrictions on rare earth element exports, potentially disrupting global tech supply chains. The podcast also delves into the growing importance of private credit as a financing alternative, examining its impact across various regions. Amid rising interest rates, the discussion highlights the risks in private credit markets, drawing comparisons to past financial crises. Stay informed about these pivotal shifts shaping economies and investment strategies around the world!
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Rare Earths and Geopolitics
- Rare earth elements are crucial for advanced devices, from fighter jets to EVs.
- Controlling their production offers significant leverage in global trade and geopolitics.
China's Rare Earth Dominance
- China's control over rare earth processing gives them a significant advantage.
- The US is investing heavily to reduce its dependence on China for these vital resources.
Trade War Escalation
- The US-China trade war escalated with tariffs and export controls on vital materials.
- Both countries view trade as a national security tool, leading to a fragmented global system.