Who Gets to Decide A.I.’s Moral Code?

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. Rafael Moreno, head of mining company Rare Earth Brazil, has expressed concerns about the market's nervousness ahead of the Trump-Xi summit. Moreno's company has opened a demo plant in Brazil, and he believes that a 40 percent increase in demand for the critical minerals could lead to a shortage within the next two years.

As investors and consumers become increasingly aware of the risks, the market is bracing for impact. The European Union, in particular, has been vocal about its concerns, citing the critical role that rare earths play in renewable energy technologies and advanced electronics. With the world's demand for these minerals expected to continue growing, the potential shortage has significant implications for the global economy.

Since the 1980s, the global supply of rare earths has been dominated by a handful of countries, including China, the United States, and Australia. However, in recent years, new players have entered the market, including Brazil and other countries in Latin America. This shift has led to a more complex and volatile supply chain, making it increasingly difficult to predict future demand and supply.

What drives this uncertainty is the lack of transparency in the supply chain, with many companies relying on opaque sourcing practices. As a result, investors and consumers are increasingly turning to alternative, more sustainable sources of rare earths. However, this shift also poses significant risks, including the potential for supply chain disruptions and increased costs.