Jack-in-the-Stox: Who in America Is Actually Hurt by China’s Rare Earth Export Restrictions?

At a glance

Rare earths are not a single, interchangeable commodity. A separated oxide, a metal, an alloy and a finished permanent magnet represent distinct industrial products, with different specifications, production requirements and customers. Possession of one does not establish the ability to manufacture the next. For an end user, the relevant measure of supply security is therefore not the availability of an element somewhere in the world, but the availability of a qualified product in the required form, quantity and delivery window.

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