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The Real Rare Earth Crisis: Processing

By Bloomberg Markets April 27, 2026 Bearish
The Real Rare Earth Crisis: Processing
Critical Metals CEO Tony Sage joined Bloomberg Open Interest to explain why the real crisis in rare earths isn’t mining, it’s processing. With the US facing a dangerous shortfall in critical minerals used for defense and AI, Sage outlines how China’s dominance, permitting delays, and limited refining capacity threaten national security, and how a global push is racing to fix it. (Source: Bloomberg)
Tickers: AG
Critical Metals CEO Tony Sage joined Bloomberg Open Interest to explain why the real crisis in rare earths isn’t mining, it’s processing. With the US facing a dangerous shortfall in critical minerals used for defense and AI, Sage outlines how China’s dominance, permitting delays, and limited refining capacity threaten national security, and how a global push is racing to fix it. (Source: Bloomberg)