During the “strategic upgrade” in U.S.–China ties, rare earths are a hybrid asset — geopolitically defensive yet cyclical. They act partly as a hedge but still swing with global growth and policy shocks.
Over the next decade, “AI × Rare Earths” could become a megatrend, as AI hardware, EV motors and data-centre magnets drive structural demand.
My pick: MP Materials (MP) — the only major U.S. rare-earth miner with vertical integration and government backing. High risk, but long-term strategic value remains compelling.
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