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The Rare Earth Paradox: Why America's Critical Minerals Strategy Needs a Reboot

Feb 3, 2026

•

28 min read

The Rare Earth Paradox: Why America's Critical Minerals Strategy Needs a Reboot

The path to supply chain independence runs through innovation labs and recycling plants, not just mines and territorial acquisitions

Ziya Esrefoglu
Ziya Esrefoglu

ZKE Solutions Newsletter

PhD economist, 20 years building financial models across energy, mortgage, and finance. I build investor-ready deliverables: scenario modeling with controlled inputs, sensitivity analysis, audit-safe outputs that survive scrutiny.

© 2026 ZKE Solutions Newsletter.
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