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Critical Minerals Crisis: Global Powers Scramble as China Tightens Grip

China's rare earth export curbs spark global crisis as US and EU scramble for alternatives. NMG emerges as key North American graphite supplier amid $1.5T investments.

The escalating battle over critical minerals directly impacts consumers through potential price increases for electronics, electric vehicles, and renewable energy technologies as supply chain disruptions ripple through global markets. For investors, this creates both risks in existing supply chains and opportunities in emerging North American mining operations. National security concerns are driving unprecedented government and private sector investments, potentially reshaping global trade relationships and accelerating the transition to domestic production of essential materials. The outcome of this geopolitical struggle will determine the cost and availability of the technologies that power modern life, from smartphones to clean energy infrastructure.