Kounalakis: Trump's attacks on California condemn America to dependency on China
China's dominance of rare earth elements supply poses critical national security risks; domestic production, particularly California's Mountain Pass mine, offers the most viable solution.
Europe Is Learning An Uncomfortable Truth About Local Battery Production
Europe's EV battery localization efforts face economic challenges due to China's dominant, cost-competitive battery supply chain, forcing manufacturers to choose between sovereignty and affordability.
Net zero reliance on China 'puts 90,000 UK jobs at risk', think tank warns
Britain's dependence on Chinese battery materials risks up to 90,000 manufacturing jobs and could halve UK EV and battery production during a major supply shock.
Turning the tide on China's dominance of the rare earth market is possible. Here's what it would take
Rebuilding a U.S. rare earth supply chain is feasible but requires coordinated government, academic, and industry support to reduce reliance on Chinese dominance.
U.S. scramble to replace Chinese minerals turns to Australia
China's near-monopoly on rare earth minerals threatens global technology supply chains, prompting U.S. efforts to diversify through tariffs, domestic expansion, and an Australia minerals deal.