Part 3/9:
A significant concern in the rare earth sector revolves around China’s recent and potential future policies. China holds a dominant position in the global supply of rare earths, and recent guidelines or restrictions could dramatically impact the availability of these minerals worldwide.
Speculation exists that China’s strict recent policies may serve as negotiation tactics ahead of high-level discussions between the United States and China, potentially as a form of 'chips for magnets' bargaining. This tit-for-tat approach resembles a geopolitical chess game, with the U.S. aiming to develop a more independent supply chain for critical materials.