A New U.S.-Europe Rare Earths Supply Chain

Last week, the first container of mixed rare earth carbonates began making its way from the U.S. for further processing in Estonia, marking a major step in the launch of US-Europe rare earth supply chain that’s aimed at reducing reliance on China for the critical minerals.

Still, segments of the US-Europe supply chain have significant exposure to China, illustrating just how intertwined global supply chains are. What’s more, the effort to curb dependence on Beijing is actually, to a certain degree, modeled off of China’s successful rare earth strategy.

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