geopolitics

Updated analysis of the "Two Worlds" of rare earths. See how the China-Centric Bloc maintains 76% of production while the Western Alliance controls 44% of reserves. The latest 2026 USGS data reveals subtle shifts.

Zoom out to the "Two Worlds" of rare earths. A visual comparison of the China-Centric Bloc vs. the Western Alliance. See how 76% of production concentrates in one bloc, while 43% of reserves sit with the West.