BRICS Tightens Grip on Rare Earth Minerals with 12.6% Supply Surge
Global Markets Brace as BRICS Nations Cement Rare Earth Dominance
The Supply Shift
BRICS coalition just flexed its mineral muscles—racking up a 12.6% increase in rare earth production that's sending shockwaves through global supply chains. These elements aren't just geological curiosities; they're the lifeblood of everything from EVs to defense systems.
Strategic Implications
Western manufacturers are suddenly recalculating their dependency calculus. When the nations controlling 40% of global rare earth reserves decide to pump production, procurement departments from Detroit to Seoul start sweating inventory sheets.
Market Reactions
Commodity traders are already positioning for supply glut scenarios—because nothing says 'stable markets' like geopolitical blocs weaponizing mineral exports. The 12.6% surge might look like pure economics, but the subtext reads like strategic positioning for the next tech cold war.
Financial analysts are scrambling to update their models while quietly wondering if this is the play that finally makes BRICS+ the cartel that out-OPECs OPEC. Because apparently controlling global energy wasn't enough—now they're coming for the periodic table itself.
BRICS: China Limits Exporting Rare Earth Mineral Supplies
In September alone, BRICS member China cut the rare earth minerals supplies by 30.9%, compared to August, to 4,000 tons. The MOVE angered US President Donald Trump, who threatened China with 100% tariffs on all goods entering the US. Restrictions are also in place for software supplies, pressurizing Beijing to fall in line.
China is ready to supply the rare earth minerals to BRICS members and is tightening the exports to the US. The move ignited a fresh wave of tariffs and trade wars, making the markets crash. Also, both the US and China are ready for negotiations and discuss at the table for a suitable policy. Similar to Trump, Jinping is equally aggressive, and the two world leaders are firm on having trade deals go their way.
