Rare Earths: From Commodity Hype to Geopolitical Currency - How Trump's Commodity Doctrine Unleashed MP Materials and Co.!

The global race for Rare Earths entered a new phase in January 2026. What sounded like visionary industrial policy a year ago is now a strategic reality: the West is gradually reducing its dependence on China and turning critical minerals into instruments of geopolitics. Beijing is tightening its export controls and using supply stops toward Japanese defense companies as leverage. Washington and Canberra are responding with massive state aid and contracts that transform mining companies into quasi-system-relevant infrastructure. A bill for a...