Plumbing the Depths for Rare Earths

Rare-earth elements—the raw materials essential to many of our modern-day technologies, including electric vehicles—are largely sourced from China. Amid growing geopolitical tensions with China, what would it take to diversify and localize the rare-earth supply chain?

We discuss how rare earths became an indispensable part of electronics manufacturing and why the supply and processing of these elements is concentrated in certain regions, such as China, with Bob Galyen, the former chief technology officer at CATL.

PRESENTED BY

Raphael J. Lewis

Head of specialist research

Jack Encarnacao

Research analyst, investigative, Specialist Research team

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