Sabrin Chowdhury from BMI speaks on China’s dominance in global rare earths and implications on geopolitics and prices.
- (00:00) - Introduction of Sabrin and her rare earths coverage
- (01:27) - Why China dominates global rare earths supply chain
- (03:31) - China’s dependence on Myanmar for heavy rare earth feedstock
- (05:17) - Western economies’ supply chain diversification strategies
- (09:00) - Potential credible alternatives to China
- (10:09) - Obstacles to Western countries’ diversification push
- (11:20) - China’s tightened grip and impact on prices
- (13:05) - Indicators to watch on evolving trends