Rare Earth Geopolitics and the AI Supply Chain: Modeling Mineral Concentration Risk

July 23, 2026Open Access

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Key Points

This research aims to model the risks associated with mineral concentration in the AI supply chain due to geopolitical factors.
Developed a risk model analyzing concentration of rare earth minerals used in AI technologies.
Assessed geopolitical influences on mineral availability and supply chains.
Utilized data analysis and risk assessment techniques to identify vulnerabilities.
Identified critical dependencies on specific rare earth minerals for AI technologies.
Found geopolitical tensions significantly increase risk to supply chain stability.
Demonstrated that diversification of supply sources could mitigate risks associated with mineral concentration.

Research reveals mineral concentration risk in AI supply chain, indicating geopolitical implications.

Research article: Rare Earth Geopolitics and the AI Supply Chain: Modeling Mineral Concentration Risk

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Ивченко et al. (2026) studied this question.

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