Critical minerals remain China’s most effective tool against Western trade hostilities.
For the most part, it’s kept this ace up its sleeve.
However, as pressure mounts on the Middle Kingdom, the probability of China weaponising its trade dominance over these key materials grows.
Minerals that are crucial for modern-day manufacturing, from defence, tech and renewables.
After a 12-month hiatus, stocks tied to this group of commodities could return with a vengeance if Trump raises the temperature on US-China relations.
Companies with advanced development projects and the ability to supply the West with alternative supply quickly will be the key stocks to watch.
dyor.
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