Australia rare earths strategy in focus, the sharp rally in Australian Strategic Materials (ASX: ASM) this week highlights how sensitive Australia's critical minerals sector is to geopolitics. The stock nearly doubled without a company update, driven instead by China's latest restrictions on rare earth exports. The episode underscores how policy, not production, is increasingly shaping valuations in the rare earths space.
What's Actually Changing
The surge in ASM's share price, and others across the sector, reflects a shift in investor attention from geology to supply chain sovereignty. China's decision. . .
Gain full access to all our premium investment intelligence
Plans from $9.99 per week, cancel anytime.
Subscribe or upgrade to Full News Access to view this content
Already a member? Sign in