SPAC Redemption Risk Threatens Rare Earths Push to Break China's Grip on Critical Minerals
Mkango Rare Earths faces a pivotal test as its SPAC merger with Capitol Federal exposes a structural flaw in how Western markets finance critical minerals development. With projects in Malawi and Poland central to European supply chain independence, a wave of investor redemptions could derail one of the few vertically integrated rare earths pipelines outside Chinese control. The outcome will reverberate across global efforts to secure the materials underpinning the energy transition.
ViaNews Editorial Team•