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this post was submitted on 13 Sep 2026
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Yeah, the rare eartths are the elephant in the room. Even under the most aggressive diversification scenarios China is projected to have 80% of the global refining capacity into 2040. I did a deep dive into the whole thing a little while back https://dialecticaldispatches.substack.com/p/the-bifurcated-market
Looks like an interesting read! Thanks for taking the time to write it up
O7