Relevant and even prescient commentary on news, politics and the economy.

Trade Deficits, Tariffs, and Rare Earths

Having read the part of processing rare earths in China when the United States has a sufficent supply of rare earths to sustain US Processing. It may make sense to process rare earths in the US. The possesses significant rare earth element (REE) deposits estimated to be > than 3.6 million tons. There are major […]

Rare Earths

Playing the tough guy, Tr_mp goes around China to Australia for Rare Earths. China has the largest known estimated reserve of 44 million metric tons. It also holds the leading position in rare earth production, producing 270,000 metric tons in 2024. Both Australia and the United States are second in reserves. The last time I looked […]

Problematic Rare Earths

“China Rare Earth Ban Disrupts Automotive Production,” Automotive Manufacturing Solutions Since early April, Chinese customs officials have blocked shipments of rare earth magnets at numerous ports. This halt comes as Beijing drafts a new regulatory framework for export licensing, a move interpreted as retaliation for the US government’s latest round of tariffs. The materials in […]

Wednesday reports released

The NYT reports on the Financial Crisis Inquiry Commission. “The Republican members of the commission appointed by Congress to investigate the causes of the financial crisis plan to release on Wednesday a document that assigns government housing policies substantial blame for the origins of the 2008 financial crisis. “ Update from MG: Here is the […]

Rare earths and trade

A battle to keep using rare earths on our terms by Tim Worstall in The Register points to a facet of trade policy that would seem to demand some government action…I fail to see why trans-national companies would feel a need to act at least currently to implement more modern technology (or search for an […]

Rare earth supply and trade implications

Dan here…Lifted with permission from an e-mail from Tim Worstall, an expert in rare earth issues and resources, in response to my sending him the NYT article suggesting China was using rare earth resources as both a trade issue (notice NYT suggestion the pass on processed product versus raw material export)) and political leverage with […]