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Unsure if previously posted by anyone, apologies if...

This time we have the two biggest political ideologies competing for this product of the now and the future.

https://www.moneymorning.com.au/20230406/how-china-could-spur-a-new-rare-earths-bubble.html

How China Could Spur a New Rare Earths Bubble

By Ryan Clarkson-Ledward, 06/04/2023

No chips, no rare earths!!

.....

Back in 2010 and 2011, this rare earths ban led to a huge market bubble.

Junior mining companies across the ASX jumped on the rare earths bandwagon as prices went parabolic. Here’s an old chart showcasing just how quickly and steeply things got out of control:

As a result, in the span of about a year, investors saw some huge speculative returns. But as the chart suggests, that euphoria didn’t last all that long.

Eventually, the ban was lifted without much fanfare. The fears of a massive supply shortage that fuelled the exponential pricing never actually materialised. And, like any bubble before it, the gains evaporated almost instantly.

This time around, things are similar but also different.

For starters, rare earths are far more important now than they were back in 2010. Their use in electric vehicles has made these critical minerals more sought after than ever before.


Continued....