The Rare Earth Paradox: Strategic Minerals and the Friction of the Green Supercycle
Market Alpha | Global Macro, ETF Strategy & Tech Insights by Market Alpha Media
S7 · E10
Jan 23, 2026
16:05
Episode notes
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."
Keywords
Rare Earth Elements, Supply Chain Resilience, Neodymium, Mineral Nationalism, MP Materials, Energy Transition, Strategic Assets, Commodity Hedging