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China's Rare Earths Duopoly

chinatalk.media · 3,739 words · saved by 1 readers

If you know anything about rare earths, you know China is great at digging them up and refining them, while America sucks at both.

Aqib will be in D.C. from September 7-11! If you’d like to chat rare earths, semiconductors, and open model security, reach out to aqib@chinatalk.media. If you know anything about rare earths, you know China is great at digging them up and refining them, while America sucks at both. Unfortunately, this is where most analyses end. To go one step further requires understanding the entities leading China’s rare earth juggernaut, and how they built Beijing’s rare earth weapon. That’s exactly what we’ll explore in today’s deep dive. This story revolves around China’s two creatively-named…

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