The Supply Problem No One Can Ignore
For decades, the world quietly accepted a single uncomfortable truth: China controls rare earth supply chains. Today, that dependency has become a geopolitical flashpoint.
In 2025, Beijing imposed export restrictions on seven critical heavy rare earth elements — including dysprosium and terbium, essential for EV motors and defence systems. The response was immediate. Supply chains stalled. Prices spiked. And governments across the U.S., Europe, Australia and Japan accelerated their search for alternatives.
The question is no longer whether the world needs new REE sources outside China. The question is where those sources will come from.
