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This Is How the US Can Become a Player in Rare Earth Metals

Bloomberg Markets
Thursday, February 5, 2026 at 8:39 PM
~4 min read

Original Report

China's industrial ecosystem to mine and process rare earths has secured the country's dominance in the market. Is there any prospect of the US entering the arena in a way that's actually...

China's industrial ecosystem to mine and process rare earths has secured the country's dominance in the market. Is there any prospect of the US entering the arena in a way that's actually competitive? Our guest says yes. Heidi Crebo-Rediker is a senior fellow in the Center for Geoeconomics Studies at the Council on Foreign Relations. She joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to discuss the technologies and policies that could help the US catch up. (Source: Bloomberg)

Glass House Analysis

International economic policy has concrete impacts far beyond diplomatic circles. Tariffs show up in the price of goods at stores, supply chain disruptions affect whether products are on shelves, and trade tensions can mean job losses in export-dependent industries. The globalized economy means that decisions made abroad can affect workers and consumers domestically.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

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