Part 15/17:
The geopolitical segment underscores China’s strategic challenge. The country’s dominance in rare earth refining and potential supply restrictions could threaten critical industries, including EVs and robotics. Participants advocate for diversified sourcing, strategic stockpiling, and local manufacturing to reduce dependency.
Despite tensions, some optimism exists for renewed cooperation, especially in high-tech sectors. Still, the risk of supply restrictions remains a significant concern, especially for materials crucial for AI and advanced electronics.