Trend · rank 102 of 250

Rare earth processing concentration

Refining of rare earths and production of permanent magnets remain concentrated in one country that licenses exports as policy, giving that supplier leverage over other nations' defence and electrified industries.

Trade & InvestmentTrade, industry & supply chainsmaterialsgeoeconomicstrade

Second pass: Carried forward from the first pass unchanged. Held by all three panel models.

Sensitivity and network position

Rank
102of 250
Sensitivity
10.0rank 117
Breadth
2of 20 scenarios High or above, 1 Critical
PageRank
45.8rank 60
Eigenvector
2.4
Betweenness
6.4
Links
17trends at Moderate similarity or above
Composite
22.9

Attention over three years

How much this trend is read about on Wikipedia and searched for on Google, week by week, set against the typical trend in the list so that what moves every trend at once is taken out. 100 is this trend's own three-year average. The score measures public attention, which is not the same as the strength of the force: a trend can deepen unnoticed, and a news event can lift attention for a fortnight.

Now
103
Over a year
−7%Steady
Over three years
+146%
Peak
53512 Oct 2025
Sources
Bothagreement 0.76
Coverage
22languages · 54 nations

Trailing 4-week average. 100 is this trend’s three-year average.

By language

Wikipedia reading in each language edition where the trend’s pages are read enough to measure (22 of 28). Share is of all the readers counted.

LanguageShareNowOver a yearThree years
English38%95−26%
Japanese9%83+7%
German9%71−33%
Chinese9%107−24%
Russian8%76−30%
Spanish6%86−9%
French5%94−6%
Italian4%79−18%
Polish3%74−5%
Vietnamese2%65−23%
Korean2%79−18%
Indonesian1%145+79%
Turkish1%49−57%
Ukrainian1%64−24%
Persian1%87−21%
Thai1%55−47%
Swedish0%83−33%
Dutch0%65−37%
Malay0%139+20%
Bengali0%83−16%
Hindi0%112−43%
Hebrew0%93+24%

By country

Google search interest over the three years, as a share of each country’s searching. 100 is the nation where interest is highest. The search terms are English, which favours countries that search in English.

Australia

Singapore

South Korea

China

New Zealand

United States

Canada

Norway

United Kingdom

Malaysia

South Africa

Netherlands

100

73

55

43

34

34

30

28

27

25

25

24

The 12 highest of 54 nations with a reading.

By region and G20 member

Attention to this trend inside each place, from Google searches made in its countries and Wikipedia reading in the languages mostly read there, averaged where both exist. Each line compares the trend with its own past in that place; the lines do not compare places.

Regions

PlaceRead fromNow90 days1 year3 yearsThree years
North AmericaGoogle in 2 countries + Wikipedia in English104−4%−10%+72%
EuropeGoogle in 6 countries + Wikipedia in German, French, Italian, Polish, Dutch, Swedish92−5%−18%+52%
Indo-PacificGoogle in 5 countries + Wikipedia in Japanese, Chinese, Korean, Vietnamese, Indonesian, Thai, Malay136+21%+51%+85%
South AsiaGoogle in 1 country + Wikipedia in Hindi, Bengali93−20%−42%+31%
Gulf and Middle EastWikipedia in Persian, Turkish, Hebrew70−19%−34%+6%
Latin America and CaribbeanGoogle in 4 countries + Wikipedia in Spanish101+3%+15%+69%
Russia and EurasiaGoogle in 1 country + Wikipedia in Russian, Ukrainian92+23%+5%+15%

G20 members

PlaceRead fromNow90 days1 year3 yearsThree years
ArgentinaGoogle108−12%+23%+791%
AustraliaGoogle98−3%−11%−9%
CanadaGoogle113−5%+21%+72%
FranceGoogle + Wikipedia in French94−7%−6%+25%
GermanyGoogle + Wikipedia in German105−23%−8%+168%
IndiaGoogle + Wikipedia in Hindi, Bengali93−20%−42%+31%
IndonesiaGoogle + Wikipedia in Indonesian174+32%+139%+135%
ItalyGoogle + Wikipedia in Italian75−6%−31%+48%
JapanGoogle + Wikipedia in Japanese139+25%+58%+107%
South KoreaGoogle + Wikipedia in Korean196+25%+149%+308%
MexicoGoogle80−24%−16%+29%
RussiaWikipedia in Russian76−8%−30%+30%
TürkiyeWikipedia in Turkish49−34%−57%+10%
United KingdomGoogle131+14%−5%+124%
United StatesGoogle + Wikipedia in English104−4%−12%+71%

Relation to each scenario

A trend relates to a scenario when it changes how likely the scenario is, how hard it lands, or is itself sharply changed by it. Each score is the median of three scores given separately by the members of the model panel.

RelationScenarioFamily
6 · CriticalCritical trade divides into rival blocs S01Economic and trade
4 · HighCheap firm clean power becomes available at scale S15 ↗Energy, climate and resources
2 · LowA great-power agreement lowers economic security barriers S13 ↗Geopolitical and security
0 · Not relatedA global funding seizure reaches sovereign balance sheets S02Economic and trade
0 · Not relatedA regional war closes a globally important sea route S03Geopolitical and security
0 · Not relatedHybrid coercion ends in an infrastructure blackout S04Geopolitical and security
0 · Not relatedA disputed transfer of power breaks effective government S05Geopolitical and security
0 · Not relatedTwo breadbasket failures trigger a food availability crisis S06Energy, climate and resources
0 · Not relatedA major disaster disables the national economic core S07Energy, climate and resources
0 · Not relatedAn AI deployment step causes abrupt labour displacement S08Technology and infrastructure
0 · Not relatedA cryptographic breakthrough invalidates digital trust S09Technology and infrastructure
0 · Not relatedA novel respiratory pathogen exceeds health surge capacity S10Health
0 · Not relatedA creditor agreement releases fiscal capacity S11 ↗Economic and trade
0 · Not relatedA cross-regional market access compact redirects investment S12 ↗Economic and trade
0 · Not relatedA verified Middle East settlement restores access S14 ↗Geopolitical and security
0 · Not relatedA validated farming package raises water-efficient output S16 ↗Energy, climate and resources
0 · Not relatedAI-directed research produces a reproducible discovery step S17 ↗Technology and infrastructure
0 · Not relatedA public service platform reaches inclusive operation S18 ↗Technology and infrastructure
0 · Not relatedAffordable preventive treatments reduce chronic illness S19 ↗Health
0 · Not relatedA live outbreak proves rapid distributed pandemic defence S20 ↗Health

Similarity = 0.3 × shared tags (Jaccard) + 0.3 × likeness of scenario profiles (cosine) + 0.3 × likeness of names and descriptions (TF-IDF cosine) + 0.1 if in the same capability domain, cut into seven levels at 0.12, 0.22, 0.33, 0.45, 0.58, 0.72. Shown at Moderate and above.

SimilarityTrendThemeRank
4 · HighExport controls & economic coercionTrade, industry & supply chains34
4 · HighTrade & investment fragmentationTrade, industry & supply chains37
4 · HighEconomic security policyTrade, industry & supply chains47
4 · HighTariff barrier normalisationTrade, industry & supply chains58
4 · HighCritical input supplier concentrationTrade, industry & supply chains74
4 · HighCritical minerals supply constraintsTrade, industry & supply chains155
3 · ModerateForeign investment slowdown & selectivityTrade, industry & supply chains23
3 · ModerateIndustrial policy competitionTrade, industry & supply chains26
3 · ModerateTrade corridor competitionTrade, industry & supply chains38
3 · ModerateIntellectual property access dependenceTrade, industry & supply chains40
3 · ModerateManufacturing overcapacityTrade, industry & supply chains51
3 · ModerateCommodity dependence & price volatilityTrade, industry & supply chains54
3 · ModerateShifting economic weightTrade, industry & supply chains78
3 · ModerateRegional trade agreement deepeningTrade, industry & supply chains105
3 · ModerateSanctions circumvention networksTrade, industry & supply chains140
3 · ModerateCarbon border adjustmentsTrade, industry & supply chains186
3 · ModerateAdvanced materialsTrade, industry & supply chains215