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John Mauldin's Outside the Box

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  • China and the Future of Rare Earth Elements

    My internet went out today, and after chewing out my service provider for a good half-hour, I got to thinking about how we accomplished work in the good old days, before the age of information, when a mouse was just a furry varmint chased by cats. My thoughts snowballed, as they often do, and I began considering technology - the hard reality that makes the soft, virtual world possible. What is a laptop made of?

    In a miracle I can't begin to understand, my connection to the world wide web was resurrected. Upon making my routine visit to to check out their latest geopolitical analysis, I stumbled upon this article on China's reported manipulation of the market of rare earth elements--used in the production of everything from petroleum to laptops to hybrid cars to radar--and how that will affect everything from importing nations to industries to consumers in the next 2-5 years.