‘I don’t trust him any more’

Billy Odell Tucker-Robinson Founder & Host — Banking With Billy Network • Financial Intelligence • Markets • World News • Independent Analysis
Published: 2026-09-20 • Permanent link

Rumors of a looming crisis in the global rare earths market have been circulating, with many experts warning of a potential shortage. The European Union has been particularly concerned, as rare earths are used in a wide range of high-tech applications, including renewable energy technologies and advanced electronics. In a recent interview, Rafael Moreno, head of mining company Rare Earth Brazil, expressed concerns about the market's nervousness ahead of the Trump-Xi summit.

The potential shortage of rare earths has significant implications for investors, particularly those with exposure to the mining and technology sectors. Companies that rely heavily on rare earths, such as Tesla and General Electric, may face increased costs and supply chain disruptions if production is disrupted. As a result, investors may need to reassess their portfolios and consider hedging strategies to mitigate potential losses.

The global rare earths market has been dominated by China for decades, with the country accounting for over 90% of global production. However, experts argue that this stranglehold must be ended to ensure a stable and sustainable supply chain. The US and other countries have been investing heavily in rare earths mining and processing capacity, and companies like Rare Earth Brazil are working to increase production and reduce dependence on Chinese suppliers.

What drove this shift in the market is a complex interplay of geopolitics, technological advancements, and changing consumer demand. As the world shifts towards renewable energy and electric vehicles, the demand for rare earths is expected to increase significantly. However, the risk of supply disruptions and price volatility remains, and investors will need to monitor developments closely to ensure they are prepared for any potential changes in the market.