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Analytical Corner: The Economics of Rare Earths: Global Implications of Shortages and Industrial Policy

Tuesday, Apr 14, 2026 | 02:30 PM - 02:55 PM

Location: Meeting Halls A&B HQ1-3-430A&B

AC

Overview

Rare earths are critical to manufacturing but supply chains are concentrated. We quantify disruption costs and show that coordinated industrial policy can de-risk supply chains affordably—framing REE policy as an insurance problem.

 

Speakers

Research Department, IMF

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Research Department, IMF

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