International Energy Agency shows that China accounts for 61% of global rare earth mineral production, but controls 92% of global production at the processing stage. According to a 2025 report by the United States Geological Survey, the United States will rely on China for 70% of its rare earth compound and metal imports between 2020 and 2023.
Category: Basic Materials
Artificial intelligence (AI) benefits industries
This article will discuss the industries and manufacturers that have benefited significantly from the trend of generative artificial intelligence (AI) in the past year and a half in the short term.
How does BYD make money? Why it beat Tesla? Sweeping the global EV market
Due to geopolitical risks and the United States’ anti-China policy and decoupling from China in various fields, BYD may become another target of embargo, retaliation, or containment by the United States after Huawei.
Uranium trading rebounds from bottom
The price of uranium has risen by 125% since the end of 2020, and by the end of November in 2023, the cumulative increase in uranium prices has exceeded 60%.
Will Sino-US confrontation, de-globalization, and de-dollarization affect the long-term investment value of US stocks?
Sino-US confrontation will not hurt U.S. stocks too much.