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China's Mineral Dominance Shakes Global Supply Chains

7/7/2025

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Summary

Story summary

China's stronghold on vital minerals like rare earth elements, lithium, and cobalt is reshaping global geopolitics. By securing 85-90% of rare earth refining and aggressively investing in Africa, China is capitalizing on soaring demand. Meanwhile, the U.S. and its allies grapple with the daunting task of diversifying supply chains to counter this influence.

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Story summary

China's stronghold on vital minerals like rare earth elements, lithium, and cobalt is reshaping global geopolitics. By securing 85-90% of rare earth refining and aggressively investing in Africa, China is capitalizing on soaring demand. Meanwhile, the U.S. and its allies grapple with the daunting task of diversifying supply chains to counter this influence.