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China's Rare Earth Leverage Explained in 3 Shocking Charts
Failed peace talks and the ongoing disruption at the Strait of Hormuz reminded the world what a chokepoint looks like. Oil spiked. The Dow dropped. Investors scrambled for safe havens. Then, just as quickly, the tension eased again. This kind of week forces a question: what other chokepoints are hiding in plain sight? There's one that could make Hormuz look manageable in one sense. Oil has dozens of global suppliers. When one source gets disrupted, others fill the gap. Prices spike, then stabilize. The system bends but doesn't break. Domestic rare earth alloys are different. There is no backup supplier. There is no ... (full story)
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- Apr 29, 2026 8:52pm Posted byFundamental Analysis140
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