10/26/2026

China’s control over rare earth metals has become legendary. But what if everything is not as it seems? It turns out, China is losing its leverage, and not just losing it, but becoming the recipient of the same use of leverage from other nations. In this video, we talk about the truth behind the rare earth metals situation, including true global reserve volumes, productions costs, strategic access, and more. I prove why rare earths aren’t as big of a long-term problem as most people think, even if they pose short-term challenges.

https://www.youtube.com/@PaulJWarburg