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Rare earth supply constraints tighten as new export controls pass

AI-driven storage growth is just the start of the problem as new geopolitical policies tighten the availability of rare earths.

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Rare earth supply constraints tighten as new export controls pass

AI-driven storage growth is just the start of the problem as new geopolitical policies tighten the availability of rare earths.

Why reactive buying costs more in 2026

Market price fluctuations are driving higher procurement costs for buyers when they procure supply reactively.

New Section 232 polysilicon tariffs may influence chip expansion plans

Memory manufacturers are expanding AI capacity while new U.S. trade policies introduce additional supply chain challenges.