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The US has hosted its first critical minerals summit aimed at challenging China’s dominance of the global supply chain for rare earth elements. But political economist Stefan Zylinski warns Global South countries are likely to bear the greatest cost from any Globan North plan.

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Australian Prime Minister Anthony Albanese arrived at the White House for his first summit with President Trump, seeking a bigger US commitment to Australia's critical minerals as China tightened its grip on global supply

Australian Prime Minister Anthony Albanese arrived at the White House for his first summit with President Trump, seeking a bigger US commitment to Australia's critical minerals as China tightened its grip on global supply

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“China is looking to reassert its control over the global supply chain with these enhanced export controls on rare earth minerals…the Trump administration believe they have significant leverage of their own to push back.” OAN Chief White House Correspondent Daniel Baldwin breaks down the geopolitics of China’s decision to restrict critical mineral exports.

“China is looking to reassert its control over the global supply chain with these enhanced export controls on rare earth minerals…the Trump administration believe they have significant leverage of their own to push back.” OAN Chief White House Correspondent Daniel Baldwin breaks down the geopolitics of China’s decision to restrict critical mineral exports.

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US President Trump and Australian Prime Minister Anthony Albanese signed a rare earths and critical minerals agreement aimed at ensuring a steady supply of the materials at a time when China is trying to tighten control over global supply

US President Trump and Australian Prime Minister Anthony Albanese signed a rare earths and critical minerals agreement aimed at ensuring a steady supply of the materials at a time when China is trying to tighten control over global supply

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On this episode of the Roundtable, the panel examined the geopolitical forces reshaping global markets, from the Iran conflict and energy security to AI infrastructure, semiconductor demand, and the growing importance of critical minerals. Special thanks to REalloys for joining the discussion and explaining how they're building a fully integrated North American rare earth supply chain to strengthen domestic manufacturing and reduce reliance on foreign sources for critical materials.

On this episode of the Roundtable, the panel examined the geopolitical forces reshaping global markets, from the Iran conflict and energy security to AI infrastructure, semiconductor demand, and the growing importance of critical minerals. Special thanks to REalloys for joining the discussion and explaining how they're building a fully integrated North American rare earth supply chain to strengthen domestic manufacturing and reduce reliance on foreign sources for critical materials.

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Political analyst Imraan Buccus says South Africa is asserting its leadership as it hosts the G20 Summit. Bucca says this happens as SA is in the eye of the storm including global issues from the ICJ case to the countries position in critical minerals. Tune in to #eNCA, channel #DStv403. #G20

Political analyst Imraan Buccus says South Africa is asserting its leadership as it hosts the G20 Summit. Bucca says this happens as SA is in the eye of the storm including global issues from the ICJ case to the countries position in critical minerals. Tune in to #eNCA, channel #DStv403. #G20

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This is huge for the commodity sector US minerals and supply chain czar David Copley on the US plans to regain independence: - Mining will get a lot of attention from governments around the world - Mining is a priority area for US national development - Critical minerals in the US are priority no. 1 - The US will continue stockpiling minerals - The US wants to increase profitability in the rare earth space - Over the next few years, the US is going to invest 100s of B in the mining sector - The US wants a roadmap for every mineral vital to its economy This is a game changer for the industry, especially with regard to rare earths. Rare earths aren’t rare, but their mining and processing are very environmentally damaging. Western companies with ESG mandates can’t compete with Chinese counterparts, which don’t face these regulations and also enjoy state subsidies. The result was absolute dominance. China’s subsidized low prices forced Western companies out of business and increased China’s market share to up to 97% of rare earth processing and ~60% of rare earth mining. In the future, I wouldn’t be surprised if there are two pricing schemes for critical minerals: one for China/BRICS and one for the West. This race to regain critical minerals independence will lead to more supply shocks and subsequent price spikes.... creating a once-in-a-lifetime opportunity in the commodity space. The era of commodities is about to begin

This is huge for the commodity sector US minerals and supply chain czar David Copley on the US plans to regain independence: - Mining will get a lot of attention from governments around the world - Mining is a priority area for US national development - Critical minerals in the US are priority no. 1 - The US will continue stockpiling minerals - The US wants to increase profitability in the rare earth space - Over the next few years, the US is going to invest 100s of B in the mining sector - The US wants a roadmap for every mineral vital to its economy This is a game changer for the industry, especially with regard to rare earths. Rare earths aren’t rare, but their mining and processing are very environmentally damaging. Western companies with ESG mandates can’t compete with Chinese counterparts, which don’t face these regulations and also enjoy state subsidies. The result was absolute dominance. China’s subsidized low prices forced Western companies out of business and increased China’s market share to up to 97% of rare earth processing and ~60% of rare earth mining. In the future, I wouldn’t be surprised if there are two pricing schemes for critical minerals: one for China/BRICS and one for the West. This race to regain critical minerals independence will lead to more supply shocks and subsequent price spikes.... creating a once-in-a-lifetime opportunity in the commodity space. The era of commodities is about to begin

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Venezuela was to diversify away from Canada for the oil. Greenland is to diversify away from China for critical earth minerals. Stocks will crash on Tuesday. The EU is taking a coordinated stance against the US attempt to annex Greenland. Trump says it’s for security. But the US wants it for critical earth minerals. Trump tried to tariff China 100% & they blocked all critical minerals exports to the US. The US needs these minerals for military & AI. Without them, they lose their dominance. So the US backed down on the 100% tariffs. Currently, China controls roughly 90% of the world's rare earth minerals. Greenland, has a vast amount of critical earth mineral deposits throughout the country. Trump is using economic force, to annex Greenland, for the resource needs of the US.

Venezuela was to diversify away from Canada for the oil. Greenland is to diversify away from China for critical earth minerals. Stocks will crash on Tuesday. The EU is taking a coordinated stance against the US attempt to annex Greenland. Trump says it’s for security. But the US wants it for critical earth minerals. Trump tried to tariff China 100% & they blocked all critical minerals exports to the US. The US needs these minerals for military & AI. Without them, they lose their dominance. So the US backed down on the 100% tariffs. Currently, China controls roughly 90% of the world's rare earth minerals. Greenland, has a vast amount of critical earth mineral deposits throughout the country. Trump is using economic force, to annex Greenland, for the resource needs of the US.

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🌏🇨🇳 69 𝕏 MINUTES | CHINA’S TOP STRATEGIST: “WE CONTROL THE GLOBAL SUPPLY CHAIN” Professor Wang Wen rejects the idea that Beijing is escalating tensions, saying China’s dominance over rare earths is a defensive measure, not aggression, after years of U.S. provocation. “It’s not China that proactively provokes the U.S., but rather the U.S. lacking sincerity in negotiations. Rare earths are an important countermeasure, but China still has many others if provoked. Over twenty years of development have given China absolute control of the global supply chain. We control 70 percent of global rare earth mining, 90 percent of processing, and 93 percent of magnet manufacturing. It’s like controlling not only the oil fields, but also every refinery and chemical plant in the world.”

🌏🇨🇳 69 𝕏 MINUTES | CHINA’S TOP STRATEGIST: “WE CONTROL THE GLOBAL SUPPLY CHAIN” Professor Wang Wen rejects the idea that Beijing is escalating tensions, saying China’s dominance over rare earths is a defensive measure, not aggression, after years of U.S. provocation. “It’s not China that proactively provokes the U.S., but rather the U.S. lacking sincerity in negotiations. Rare earths are an important countermeasure, but China still has many others if provoked. Over twenty years of development have given China absolute control of the global supply chain. We control 70 percent of global rare earth mining, 90 percent of processing, and 93 percent of magnet manufacturing. It’s like controlling not only the oil fields, but also every refinery and chemical plant in the world.”

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China took center stage at the Shanghai Cooperation Organization (SCO) Summit 2025, which concluded on September 1 in China’s northern port city of Tianjin, unveiling its Global Governance Initiative aimed at promoting a more just and equitable international order. This is China’s fourth major global initiative, following the Global Development Initiative, Global Security Initiative, and Global Civilization Initiative. In interviews with South, experts and journalists from around the world hailed the initiative as a timely response to rising geopolitical tensions and a call for cooperative development across the Global South.

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Japan has identified a large rare earth deposit of its own, but it's not going to change global supply dynamics. Here's the situation... #rareearths #japan #geopolitics

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On his first day in office, President Trump issued an Executive Order to establish the US as a global leader in rare earths. Now, a South Carolina-based company has developed the first magnet made in America in 25 years. We are loosening the chokehold China has on this critical sector. South Carolina led the way, and the US is taking back control of its supply chains.

On his first day in office, President Trump issued an Executive Order to establish the US as a global leader in rare earths. Now, a South Carolina-based company has developed the first magnet made in America in 25 years. We are loosening the chokehold China has on this critical sector. South Carolina led the way, and the US is taking back control of its supply chains.

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Rare earth minerals are a critical chokepoint for everything that matters to the modern economy. From semiconductors to defense systems. China controls over 70 percent of REE supply and over 90 percent of the processing. The world is waking up to this dependence. Japan, Australia, and the US are trying to diversify. The Pentagon has even taken a stake in America’s only rare earth mining firm. But right now, China holds the cards.

Rare earth minerals are a critical chokepoint for everything that matters to the modern economy. From semiconductors to defense systems. China controls over 70 percent of REE supply and over 90 percent of the processing. The world is waking up to this dependence. Japan, Australia, and the US are trying to diversify. The Pentagon has even taken a stake in America’s only rare earth mining firm. But right now, China holds the cards.

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IN NEWS: Vulcan Elements raises a $65M Series A led by Brad Gerstner and Altimeter Capital. We discussed rare earth elements with John Maslin: "Everyone's talking about critical minerals. There are 17 rare earth elements on the periodic table, but only four represent over 90% of the economic value: Neodymium, Praseodymium, Terbium, Dysprosium." "We're a refiner and manufacturer. The main use for these is rare earth magnets, which are used in everything from MRIs to missiles."

IN NEWS: Vulcan Elements raises a $65M Series A led by Brad Gerstner and Altimeter Capital. We discussed rare earth elements with John Maslin: "Everyone's talking about critical minerals. There are 17 rare earth elements on the periodic table, but only four represent over 90% of the economic value: Neodymium, Praseodymium, Terbium, Dysprosium." "We're a refiner and manufacturer. The main use for these is rare earth magnets, which are used in everything from MRIs to missiles."

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$2025.6.9 By controlling 99% of China’s rare earth resources, Xi Jinping is leveraging this dominance to divide the West, favoring the EU while sidelining the U.S., in an effort to fracture transatlantic unity. But the strategy goes deeper, fueling internal U.S. discord and exploiting political divides. This is hybrid warfare, designed to weaken democracies as Dictator Xi advances his goal of global dominance.$

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