The global push, particularly in Western nations, towards advanced technology in the defense sector is amplifying the realization that critical supply chains run through China. For defense strategists, this reliance becomes a roadblock on the path to critical mineral independence. Jacob White, Sprott’s Director of ETF product management, discussed China’s monopoly in rare earths with Bloor Street Capital. This, in effect, gives investors the chance to capture growth in ex-China opportunities. The scope of China’s dominance in rare earths is staggering. It essentially makes Western industrial frameworks highly ... (full story)