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Goldman Sachs analysts believe China holds “very strong” and potentially long-lasting market power over rare earths due to its dominance across the entire supply chain.This leverage comes not just from controlling the rare earth minerals themselves, but also the crucial refining process and the subsequent production of the magnets derived from them. While common light rare earths aren’t scarce, the supply of heavy rare earths (like dysprosium and terbium) is tighter because they are harder to find in economically viable amounts.Although the U.S. is investing in new rare-earth production, these facilities are not expected to be fully operational until 2028 or later. Furthermore, China has actively restricted the inventory of rare earth magnets held outside the country, resulting in low commercial inventories that amplify China’s control in the near term.
This article was written by Eamonn Sheridan at investinglive.com.
💡 DMK Insight
Goldman Sachs’ assessment of China’s grip on the rare earth market underscores a critical geopolitical reality: control over resources is as much about refining and production as it is about raw materials. This dominance could have far-reaching implications for global supply chains, particularly for industries reliant on these essential components, like tech and renewable energy. As nations scramble to secure their own supply chains, the stakes are high, and the chessboard is shifting. Investors should keep a keen eye on how this power play unfolds, as it could reshape market dynamics in unexpected ways.
📮 Takeaway
Monitor geopolitical developments in rare earths; they could impact tech and renewable energy investments significantly.
