Executive Summary
China's October 2025 rare earth export restrictions created the galvanizing moment Heidi Crebo-Rediker describes as America's synthetic rubber moment. Unlike World War II's natural rubber chokehold, the US now possesses breakthrough biotech solutions that could leapfrog China's cost advantage entirely. Genetically engineered proteins extract rare earths from domestic waste streams—coal ash, e-waste, mining tailings—at competitive costs without environmental degradation. Nairan Magnetics commerci...
Key Investment Opportunity
Biotech Rare Earth Extraction
Genetically engineered proteins and microbes extract rare earths from domestic waste at competitive costs, bypassing traditional mining constraints
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