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Wealth Within: How China’s rare earth ‘shock waves’ will help Oz producers

ASX News, Contributors & Collaborations
14 October 2025 12:08 (AEDT)

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This week on the Wealth Within show, senior analysts Fil Tortevski and Pedro Banales look at China’s rare earth exports and how Beijing tightening control gives Oz producers and developers “a once-in-a-generation” opportunity.

Listen to the HotCopper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more.

It all started when Donald Trump took the ballooning commodities fight to Beijing, threatening to levy 100% tariffs on China if it didn’t back down.

While Trump did pull a “TACO” soon after, there’s still plenty to attack for investors, including on the ASX, where critical minerals stand out.

“These shock waves are ones that could reshape the entire critical minerals landscape,” Mr Tortevski claims – and he’s picked the three stocks he believes are perfectly positioned to ride the global shift into 2026 and beyond.

You can watch the full Wealth Within episode for Oct. 14 right here above.

Join the discussion. See what’s trending right now on Australia’s largest stock forum and be part of the conversations that move the markets.

While Wealth Within holds an Australian Financial Services License (AFSL:226347), the information featured in this program is general in nature and therefore should not be relied upon. Before making any investment decisions, you should consult a licensed professional who can advise whether your investment decisions are appropriate for you.

The material provided in this article is for information only and should not be treated as investment advice. Viewers are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions. For full disclaimer information, please click here.

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