Rare Earths: The ‘Picks and Shovels’ Powering A $20 Trillion AI Gold Rush

| September 26, 2025

Source: Freepik

In every revolution, the real winners are often the foundational suppliers.

Now comes the ‘next frontier’: a robotics revolution.

And the real picks and shovels there? Not just chips, silicon, or actuators – but rare earth metals and the magnets that need them.

Now, there’s just one problem: China currently controls over 85% of the world’s rare earth refining and magnet production.

And that’s why the U.S. is now scrambling to build a domestic rare earth supply chain.

This post originally appeared at InvestorPlace.

Category: Natural Resource Stocks

About the Author ()

The author of this article is a contributor to InvestorPlace.com.