Defense
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Rare-Earth Magnets Are Turning Into The Next Localization Trade
The rare-earth story is heating up again, but this time traders care less about geology and more about where separation, refining, and magnet-making can actually happen outside China.
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Rare Earths Are Turning Into A Choke-Point Trade
The market is starting to treat rare earths less like a niche mining story and more like a system bottleneck for autos, magnets, defense and industrial policy.