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China’s recently announced restrictions on rare earth element trade has once again highlighted the dominance they have within the industry. So in this video, we’ll explain what these elements are, why they’re important and why this annoys Trump so much.
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China new trade restrictions
https://www.bloomberg.com/news/articles/2025-10-09/how-china-s-rare-earths-dominance-is-leverage-in-trump-s-trade-warÂ
https://www.nytimes.com/2025/10/09/business/china-rare-earth-exports.htmlÂ
https://www.ft.com/content/15a957a7-104e-431a-807e-441e5c2c753fÂ
https://www.reuters.com/world/china/china-tightens-rare-earth-export-controls-2025-10-09/Â
https://www.ft.com/content/c4b2c5d9-c82f-401e-b763-bc9581019cb7Â
Rare earths explainedÂ
https://www.americangeosciences.org/critical-issues/faq/what-are-rare-earth-elements-and-why-are-they-importantÂ
https://pubs.usgs.gov/fs/2014/3078/pdf/fs2014-3078.pdfÂ
https://pubs.usgs.gov/sir/2010/5220/Â
https://irena.org/-/media/Files/IRENA/Agency/Technical-Papers/IRENA_Rare_Earth_Elements_2022.pdfÂ
Ed Conway substack on Rare earths
https://edconway.substack.com/p/the-rare-earths-crisis-and-what-itÂ
Copper production data
https://www.statista.com/statistics/254839/copper-production-by-country/Â
Ultrapure dysprosium
https://www.nytimes.com/2025/10/09/business/china-rare-earth-exports.htmlÂ
Podcasts on rare earths
https://www.sinicapodcast.com/p/julie-klinger-on-chinas-rare-earth-cf1 https://www.youtube.com/watch?v=z4LVJFeFVwQÂ
Difficulties in rebuilding capacity
https://resourceworld.com/u-s-rare-earth-policy-too-little-and-35-years-too-late/
