Only if we know how a machine works can we figure out what the result is likely to be as conditions change. This is true of any machineTim Worstall is a wholesaler of rare earth metals and one of the global experts in the metal scandium. He is also a Fellow at the Adam Smith Inst in London and an writer for a number of media outlets, including The Times (London), Telegraph, The Register and even, very occasionally indeed, for the WSJ. This account is linked with that of Mohamad Machine-Chian: https://seekin ...

If we were to go out and buy a car we'd think about the engine, the powerplant, the size of the vehicle, the body shape and so on. We'dTim Worstall is a wholesaler of rare earth metals and one of the global experts in the metal scandium. He is also a Fellow at the Adam Smith Inst in London and an writer for a number of media outlets, including The Times (London), Telegraph, The Register and even, very occasionally indeed, for the WSJ. This account is linked with that of Mohamad Machine-Chian: https://seekin ...

Group 1 - Understanding the construction and functionality of complex machinery is crucial for effective operation [1] - Tim Worstall is recognized as a wholesaler of rare earth metals and an expert in scandium [1] - The article is authored by Tim Worstall, who has no financial interests in the companies mentioned [1] Group 2 - The article does not provide any investment recommendations or advice [2] - It emphasizes that past performance does not guarantee future results [2] - The views expressed may not represent the opinions of Seeking Alpha as a whole [2]

Market Overview & Demand - Rare earth metals are a group of 17 metals found almost everywhere but difficult to extract [2] - Rare earth metals are useful in various products including EV cars, phones, medical equipment, and military equipment [2] - Researchers forecast yearly demand to grow to approximately 240,000 tons by 2030, driven by decarbonization targets [2] Supply Chain & Geopolitics - 70% of all rare earths are mined in China and 90% are processed there [4] - China recently announced export restrictions, potentially threatening global industries [4] Environmental & Technological Considerations - Extracting and processing rare earths can produce toxic waste [3] - Opportunities exist for new recycling technologies and less toxic mining/processing methods [5] - The US and EU are investing in processing plants [5] Future Outlook - Demand for rare earths is expected to outpace technologies that reduce their need [6] - How the demand is met may look very different in the years to come [6]