Two Prices, One Element: How Rare Earth Markets Are Splitting Into a Strategic Fault Line in 2026
Summary The global rare earth market is undergoing a profound transformation, shifting from a unified pricing system into a divided structure shaped by geopolitics and supply control. China’s export policies and its dominance in processing have created two parallel markets—one domestic and one international—reshaping industries, pricing, and global trade dynamics. Key Takeaways Rare earth markets […]
The Paradox of Visibility: Why Capital Overfunds AI and Undervalues the Critical Minerals That Power It
Artificial intelligence feels intangible. Cloud computing appears borderless. Digital platforms scale globally with little visible friction. From investor presentations to media narratives, the future is often portrayed as software-driven and capital-light. Trillions of dollars in market value have been created around companies building algorithms, semiconductors, and hyperscale data centers. Resource Capital Overfunds’ 2026 white paper, […]
Post-China Era: Western REE Refining & Processing Capacity in 2025–26
For decades, China has been the undisputed giant of rare earth elements (REEs), refining over 85% of the world’s supply. These 17 elements—names like neodymium, dysprosium, and terbium—might not roll off the tongue, but they are the backbone of clean energy systems, advanced electronics, and defense technologies. From the magnets in electric vehicle motors to […]