The Rare Earth Paradox: Strategic Minerals and the Friction of the Green Supercycle
Market Alpha | Global Macro, ETF Strategy & Tech Insights di Market Alpha Media
S7 · E10
23 gen 2026
16:05
Note sull'episodio
Decarbonization requires an unprecedented surge in rare earth extraction. We analyze the geopolitical chokepoints of neodymium and dysprosium, the fragility of the permanent magnet supply chain, and the macroeconomic impact of "Mineral Nationalism."
Parole chiave
Rare Earth Elements, Supply Chain Resilience, Neodymium, Mineral Nationalism, MP Materials, Energy Transition, Strategic Assets, Commodity Hedging