Mar. 9 at 9:53 AM
According to South China Morning Post, many companies in the United States are still struggling to access critical minerals even after China eased some export controls on materials like gallium, germanium, and antimony following a trade truce. David Abraham, director of Three Legged Capital, said the main issue is not just high prices but the fact that materials are simply not reaching manufacturers, creating serious challenges for industries like defense and technology. Jesse Marks, CEO of Rihla Research & Advisory, explained that China’s export licensing system and supply limits have triggered a global scramble for these minerals. Experts also note that China’s three-decade dominance in rare earth production and processing makes it difficult for other countries to quickly replace its role in the supply chain.
https://www.scmp.com/economy/global-economy/article/3345762/why-chinas-critical-mineral-dominance-still-disrupting-us-supply-chains
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