China & Rare Earths
ElectroState Intelligence Briefing

 28th May 2026 1 Hour Duration
Time Zones: 9-10am ET / 14-15pm GMT / 15-16pm CET / 21-22pm SGT
Led by China Energy Expert, Hack Heyward

 This briefing examines how China is transforming rare earths and strategic minerals from industrial commodities into instruments of industrial policy, energy security and geopolitical leverage. It explores how the country’s transition toward an “ElectroState” economy is reshaping global supply chains across wind, EVs, AI infrastructure, semiconductors, grids and advanced manufacturing. 

Key themes covered

• China’s 15th Five-Year Plan and the shift from a fossil-fuel and property-driven economy toward “New Productive Forces” built around electrification, AI, advanced manufacturing and strategic materials. 
• How rare earths, lithium, copper and critical minerals are becoming strategic assets underpinning EVs, offshore wind, permanent magnet motors, grids, semiconductors and defence systems. 
• China’s effort to dominate the full value chain — from mining and refining to magnets, motors and recycling — while reducing vulnerability to imported raw materials through “urban mining” and supply-chain consolidation. 
• The rise of the Rare Earth Permanent Magnet (REPM) motor super-cycle, driven by mandatory industrial efficiency standards, EV adoption and next-generation offshore wind turbines. 
• Why critical minerals are transitioning from cyclical commodities into structurally revalued “energy metals,” as AI data centres, electrification and industrial decarbonisation create long-term demand growth and pricing power. 

See more about Hack Heyward  and his China ElectroState Intelligence Briefings here