Seltene Erden sind zu einem geopolitischen Faustpfand geworden. Wie ernst die Lage mittlerweile ist, zeigt der jüngste Global Critical Minerals Outlook der Internationalen Energieagentur (IEA): Setzt Peking seine im Oktober 2025 angekündigten, bis November 2026 ausgesetzten Exportkontrollen voll um, stehen nach IEA-Schätzung weltweit jährlich rund 6,5 Billionen US-Dollar an nachgelagerter Produktion außerhalb Chinas auf dem Spiel.
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