Tokyo. Rare earths. A massive strategic mistake by China.
I've just returned from Tokyo, where I was invited by the Japanese government to attend a major conference on critical minerals and the future of global supply chains.
In this video, I explain what I consider to be one of China's biggest strategic blunders — a move that woke the world up to a hidden vulnerability and triggered a global scramble that is now reshaping geopolitics, resource markets, and the future of industry.
🎯 In this video:
✅ The rare earth move that changed everything
✅ Why critical minerals are becoming the new geopolitical battleground
✅ How China accidentally accelerated the race against its own dominance
✅ The sectors, metals, and companies positioned to benefit
✅ Why rare earths may be entering a multi-year bull market
✅ What I learned in Tokyo from industry insiders and policymakers
💡 This is a long-term structural theme with major implications for investors.
We're still in the early innings.
