Understading China’s Rare Earth Subsidies and Structural Advantages

J. Kennedy
ThREE Consulting,
United States

Keywords: rare earths, critical materials, China, Geopolitics, Green Energy


China’s monopoly is widely acknowledged, but no one has endeavored to dissect it and evaluate its many parts, understand how and why each part works, analyze its multiple defensive contingency structures, and probe the monopoly for any possible weakness. Consequently, western projects, investors and government sponsor decisions continue to be made with insufficient due diligence and outcomes reflect this. This session will provide the only comprehensive analysis of China's monopoly over downstream rare earth products -- and why it matters.