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Rare earths are China's bargaining chip in the trade war — the U.S. is trying to fix that

1. China dominates rare earth production, controlling 70% of global supply. 2. U.S. aims to establish domestic rare earth supply chain amid trade tensions. 3. Recent U.S. investments in rare earth firms aim to reduce China reliance. 4. Electric vehicles and tech sectors heavily depend on rare earth materials. 5. U.S. still lags in rare earth production capabilities despite recent progress.

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FAQ

Why Bullish?

Increased investment in U.S. rare earths could lower Apple's supply chain risks. AAPL's reliance on rare earth materials highlights potential benefits from U.S. supply chain stability.

How important is it?

The rising U.S. focus on rare earths signifies a strategic shift that impacts AAPL's operations. Apple's supply chain may improve with reduced dependence on foreign materials.

Why Long Term?

Long-term investments in domestic rare earth production can stabilize supply chains. Historical shifts, like semiconductor advancements, also took time to materialize.

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