New Delhi, Oct. 28 -- China's recent restrictions on rare earth exports marks a structural shift in global competition for critical resources. The market's response has been notable: U.S. mining and mineral stocks are up 300-500% YTD, and this reflects investors pricing in long-term change rather than a temporary disruption.

China's rare earth export restrictions aren't just another trade issue, they are a preview of how economic competition may evolve in the coming decades. And the market is beginning to price that in.

Discussion around artificial intelligence, electric vehicles (EVs), and defense technology often focuses on software, semiconductors, and battery chemistry. Yet beneath all of that lies a more fundamental dependency: rar...