Semiconductor is a passe - now it is the turn of Rare Earth Elements to shake the Mother earth with disruption in Global supply chain

Geopolitical tensions are increasingly impacting global supply chains, especially for critical raw materials. REEs are vital for modern technology.

• •China has imposed export restrictions on seven rare earth elements (REEs) and related magnets, effective April 4th.
• •REEs are crucial for semiconductors, automobiles, electric motors, electronic goods, defense, and renewable energy.
• •China has a near monopoly with 90% control on global REE production.
• •The move is partly a response to US tariffs and triggers concerns about global supply chain disruptions.
• •Risk flag: Significant increase in input costs for affected industries