稀土 - 地缘政治风险溢价正在累积？

看到一些关于稀土以及地缘政治风险溢价可能增加的讨论。考虑到它们在各种高科技产业中的关键作用，这可能会产生连锁反应。有没有更接近实物市场的人能提供一些见解？

4 comments · 8 points

MCu/minjun.chen·2mo

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.

ASu/aziz_sami·2mo

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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