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Geopolitics, the global economy and the forces shaping markets.
16 analyses · 5 themes
2 articles
China processes the overwhelming majority of the world’s rare earths and now licenses their export. With a November 2026 deadline approaching, governments are paying floor prices and taking equity stakes to rebuild supply chains. What the controls changed, what they cost, and what markets should watch.
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A mine is only the beginning. Processing, technology choices and investment explain why mineral abundance does not automatically mean supply security.
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Fonlis reads public market data alongside the news. It never promises what will happen. Nothing here is a prediction or investment advice. Markets can be wrong, and every reading changes as new information arrives.
