Taiwan asserts it does not need China for most of its rare earth requirements, signaling a move towards greater self-sufficiency and diversification of supply chains. Positive factors include reduced geopolitical risk for Taiwan, enhanced supply chain resilience, and potential for domestic rare earth processing. Negative factors could involve the cost and efficiency of developing independent capabilities compared to relying on established Chinese supply. This is significant for global rare earth markets and industries dependent on them, reducing China’s leverage. Category: politics