The truth is always hidden within the most scarce resources. 🎞🤍

In 2026, a butterfly flapped its wings, this time at the Chicago exchange.

NdPr (neodymium-praseodymium), this trace element hidden within EV motors, wind turbines, and fighter jets, is finally being pushed onto the financial judgment seat. CME's entry signals that the world's most critical strategic resource has officially entered "Dollar Time."

1️⃣ From "Physical Rare Earths" to "Paper Rare Earths": Rare earths have always been our strongest trump card. CME launching futures is essentially an attempt to leverage the financial attributes of the US dollar, using leverage and hedging to forcibly shift the price anchor for rare earths from "Chinese production sites" to the "Chicago exchange."

2️⃣ Patching the Western Supply Chain: Western mining projects fear price volatility the most. With futures, banks dare to lend to non-Chinese rare earth mines. This is using financial leverage to forcibly mature overseas supply chains.

3️⃣ The Dollar's "New Anchor": In 2026, with the dollar's credibility wavering, from lithium and cobalt to today's rare earths, the dollar is frantically seeking physical assets as a new "credit anchor."

Whoever masters pricing power, masters the profits.

Whoever masters the rules, masters the future.

May you, in this world of vanity, still possess a pair of cold, discerning eyes that see through the tides of capital.