The Rare Earth Illusion: Why China’s Grip Is Structural — and the West’s Response Is Still Aspirational
Rare earth elements rarely make headlines. They are not traded in visible barrels like oil, nor stacked in towering silos like grain. Yet quietly, persistently, and structurally, they sit at the foundation of nearly every advanced technology that defines modern life. From electric vehicles gliding silently through city streets to offshore wind turbines turning on […]
REE Market Prices Surge in 2025: What’s Driving It & Will It Persist into 2026?
After nearly two years of price declines, rare earth elements (REEs) are back in the spotlight. By mid-2025, benchmark prices for neodymium (Nd), dysprosium (Dy), and terbium (Tb)—key components in electric motors, wind turbines, and advanced electronics—had risen between 18% and 30% year-over-year. Rare earth element (REE) prices are rebounding in 2025 after two years […]
2025 Trade Forecast: Will Protectionism Drive a Global Slowdown?
As we navigate through 2025, one economic question looms large: will rising protectionism trigger a global trade slowdown? From the U.S. and China to the EU, Brazil, and India, countries are turning increasingly inward. Protectionist rhetoric, tariff hikes, and industrial policies aimed at self-sufficiency are dominating political discourse. In this blog, we analyze the latest […]
US China Trade Talks in London: Reviving Geneva Truce, Rare‑Earth Stakes & Global Supply‑Chain Stability
In early June 2025, London hosted a critical second round of US China trade negotiations, held over June 9–10 at Lancaster House. This high-stakes summit aimed to rekindle the Geneva truce, address sweeping tariffs, and untangle rare-earth export restrictions—which had grown from trade tools into strategic chokeholds threatening global supply chains. Over 20 hours of talks, […]