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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-war
https://www.nytimes.com/2025/10/09/business/china-rare-earth-exports.html
https://www.ft.com/content/15a957a7-104e-431a-807e-441e5c2c753f
https://www.reuters.com/world/china/china-tightens-rare-earth-export-controls-2025-10-09/
https://www.ft.com/content/c4b2c5d9-c82f-401e-b763-bc9581019cb7
Rare earths explained
https://www.americangeosciences.org/critical-issues/faq/what-are-rare-earth-elements-and-why-are-they-important
https://pubs.usgs.gov/fs/2014/3078/pdf/fs2014-3078.pdf
https://pubs.usgs.gov/sir/2010/5220/
https://irena.org/-/media/Files/IRENA/Agency/Technical-Papers/IRENA_Rare_Earth_Elements_2022.pdf
Ed Conway substack on Rare earths
https://edconway.substack.com/p/the-rare-earths-crisis-and-what-it
Copper production data
https://www.statista.com/statistics/254839/copper-production-by-country/
Ultrapure dysprosium
https://www.nytimes.com/2025/10/09/business/china-rare-earth-exports.html
Podcasts on rare earths
https://www.sinicapodcast.com/p/julie-klinger-on-chinas-rare-earth-cf1 https://www.youtube.com/watch?v=z4LVJFeFVwQ
Difficulties in rebuilding capacity
https://resourceworld.com/u-s-rare-earth-policy-too-little-and-35-years-too-late/
