Rare earths are back in focus because supply chain control, not just demand, is now driving the investment story. China accounts for nearly 70% of the world’s rare earth mining and roughly 90% of global rare earth processing, keeping a tight grip on materials used in everything from EVs to consumer electronics, so even a “delay” can move markets. However, China’s promise to delay its newest rare earth export restrictions for a year has created a narrow window for the U.S. and allies to build alternatives f ...