Gavekal Technologies

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Rare Earth Dominance

Gavekal Technologies: Briefing

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Rare Earth Dominance

Arthur Kroeber, Tom Hancock, Damien Ma
20 Oct 2025
The tensions over China’s new rare earth export controls may be abating, as Beijing and Washington try to get their trade talks back on track. But the fundamental problem remains: China has a lock on rare earth elements, and there is no easy way to break its chokehold. In this Briefing we revisit the reasons why. We also explain why China is the only country likely to solve the trilemma of making energy green, cheap and secure, and examine its aspirations in biomanufacturing.
Raising The Stakes For Trade Talks

Gavekal Technologies: Chips

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Raising The Stakes For Trade Talks

Laila Khawaja
17 Oct 2025
Beijing probes Qualcomm. How to read China’s rare-earth controls. SiCarrier’s new release disappoints.