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Rare earths and critical minerals
The US-China stand off
It is widely believed that China has dominated the growing REE industry, and that it was much quicker than the United States to understand its strategic value. By 2019 China was supplying around 90% of global demand for the 17 REE powders. It also currently controls 70% of global rare earth processing capacity.
- Rare earths and critical minerals - what are they?
- Where are they?
- What is the outlook for demand?
- The US-China stand off
- Washington plays catch up
- The European perspective
- Brazil leads the charge
- USA Rare Earth makes its move in Brazil
- Concern over REE preferential access
- Argentina: the lithium RIGI story
- New Chilean government eyes value added
- Peru seen as player with “high geological potential”
- 2023 mining law holds Mexico back
- Bolivia moves away from state-led industrialisation
- Corporate moves in critical minerals and REEs
- Rare earths and the environment
- Conclusion – the coming boom