Geopolitical risk highest in over a decade as Trump readies for second term

Below is an extract from our new Rare Earth Magnet Market Outlook to 2040 report that is especially poignant today in light of Donald Trump’s recent election for a second term as US President.

Alternative supply chains falling dramatically short

With a world-changing pandemic fresh in the rearview, an ongoing war in Europe, escalating conflict in the Middle East, uncertainty around China – Taiwan, and a years-long trade war underway, geopolitical uncertainty is at the highest level observed in over a decade.

All of the aforementioned have potential to suddenly and dramatically change the global business and trade landscape in short order, and thereby reshape the near-, medium- and long-term outlook for supply, demand, prices and more.

Amidst this looming uncertainty, the need for robust, sustainable, redundant supply chains has never been greater – evidenced by the energy supply crisis that hit Europe following Russia’s invasion of Ukraine.

Unquestionably, we are seeing more government investment, action and intent to address this need than ever before but to-date, the buildout of robust, alternative supply chains is falling dramatically short.

Amidst this looming uncertainty, the need for robust, sustainable, redundant supply chains has never been greater

– Adamas Intelligence | Rare Earth Magnet Market Outlook to 2040

We help organizations navigate these challenges

Our new State of the Market: Quarterly Q&A Call is a must-have advisory service for leading rare earth miners, explorers, magnet makers, magnet consumers, investors and other stakeholders with a professional interest in the rare earths industry.

What it entails:

• Quarterly presentation of key trends shaping the rare earths market
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More information?

Check our latest Rare Earth Magnet Market Outlook to 2040 annual report – the industry’s go-to reference for magnet market intelligence.