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.
Tuesday, Apr 14, 2026 | 02:30 PM - 02:55 PM
Location: Meeting Halls A&B HQ1-3-430A&B
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.