ab 21 October 2025 Global Research Rare Earths Back to Basics A 101 for a growing audience In this note we provide an introduction into rare earths, a brief history of the sector, and an explanation as to how rare earths have come to dominate headlines today. We remain positive the ex-China rare earths thematic and see recent policy announcements (including the U.S.-Australian Critical Minerals and the MP-DoD deal) as only the start of the western policy response to what is largely a China-controlled sector ...