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descriptive claim

China controls more than 80% of global rare-earth refining capacity and majority shares of cobalt, graphite, and lithium refining. Compute expansion is therefore supply-chain-coupled to a geopolitically concentrated refining tier even when mining geography is more distributed.

desc_critical_minerals_refining

confidence
0.90

Warrants (1)

supports (1)

Camps holding this claim (1)

Analyses citing this claim (2)