We lived for three decades in a unipolar world and became spoiled, assuming the demography and piece dividends are for eternity. Wrong.
Geopolitics are back on the table. All critical materials are subject to two forces: China's domination in processing and rising global entropy. Moreover, they are mutually exclusive. Reliance on one supplier for critical materials during global disorder is not sustainable in any geopolitical/geoeconomic way.
I bet that REE and other esoteric materials will make press headlines in the coming years.
PS: excellent timing. That week, I published my take on REEs.
Insightful write-up. Thanks for sharing.
We lived for three decades in a unipolar world and became spoiled, assuming the demography and piece dividends are for eternity. Wrong.
Geopolitics are back on the table. All critical materials are subject to two forces: China's domination in processing and rising global entropy. Moreover, they are mutually exclusive. Reliance on one supplier for critical materials during global disorder is not sustainable in any geopolitical/geoeconomic way.
I bet that REE and other esoteric materials will make press headlines in the coming years.
PS: excellent timing. That week, I published my take on REEs.
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Another great educational article!
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