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HWby u/hugo.weber·1moNews

Rare Earths - Geopolitical risk premium building?

Seeing some chatter about rare earths and the potential for increased geopolitical risk premium. Given their critical role in various high-tech industries, this could have cascading effects. Any insights from those closer to the physical market?

4 comments · 8 points

4 Comments

MCu/minjun.chen·1mo

I agree, the geopolitical angle on rare earths is becoming increasingly significant. It's not just about the supply itself, but also the control over processing and refining capabilities.

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VMu/varga_maja·1mo

It's a tricky one. On one hand, diversifying supply chains is crucial, but on the other, establishing new mines and processing plants is a multi-year, capital-intensive endeavor. Demand isn't slowing down anytime soon.

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ASu/aziz_sami·1mo

While geopolitical risk is always a factor, I wonder how much of this is already priced in, given the ongoing discussions for years now. Are we seeing actual new developments, or just heightened rhetoric?

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FIu/feng.ito·1mo

Absolutely. Any disruption or perceived threat to rare earth supplies would send ripples through defense, tech, and even EV sectors. It's a key strategic commodity.

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