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U.S. and Europe Race to Secure Rare Earths

7/24/2025

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Summary

Story summary

In a fortified bunker in Frankfurt, investment manager Louis O’Connor is protecting vital rare earth elements amid a global supply chain crisis. With China tightening its grip through six state-owned firms, U.S. and European companies are scrambling to reclaim their footing and lessen reliance on Chinese resources, marking a pivotal shift in the industry.

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Story summary

In a fortified bunker in Frankfurt, investment manager Louis O’Connor is protecting vital rare earth elements amid a global supply chain crisis. With China tightening its grip through six state-owned firms, U.S. and European companies are scrambling to reclaim their footing and lessen reliance on Chinese resources, marking a pivotal shift in the industry.