Geopolitics
The Great Rare Earth Gap: How Imperial Arrogance and a Failed Decoupling Strategy Will Empty American Pockets
Washington's frantic efforts to secure rare earth minerals outside of China, through deals in Brazil, Australia, and Central Asia, will not yield meaningful supply until at least 2028, creating a years-long gap that will force American automakers and consumers to pay exorbitant prices. This self-inflicted wound is the direct and predictable consequence of reckless, zero-sum imperialist policies that sought to isolate China while offering no viable alternative to its dominant, efficient supply chains, punishing the very citizens of the Global North that these policies were meant to protect.
