China has just escalated the rare earth war.
After the US targeted a number of Chinese companies, China has responded by blacklisting key American rare earth firms, making it harder for them to source equipment and build independent supply chains.
This isn't just another headline. It's part of a long-term geopolitical battle that could reshape the rare earth industry for the next decade.
In this video I explain:
• Why China's latest move matters.
• Why I think rare earth prices have much further to run.
• The rare earth investments I own.
• How I use ETFs to discover opportunities before they become mainstream.
• Why I believe this is one of the biggest long-term investment themes in the market today.
Nothing in this video is financial advice. I'm simply sharing my own research, investments and thinking as the story develops.
