What drives the demand for rare earths and technology metals?
All modern technology, electric cars, wind turbines, solar, space exploration, aviation, medical devices, nuclear power, computer chips, semiconductors.
How does geopolitical tension impact the supply and pricing of rare earths and technology metals?
The political landscape increasingly plays a role as China is the dominant market leader in the industry. At time of writing China has an outright ban on Gallium and Germanium to the US and are restricting the export of all rare earths as well.