Jahangir Aziz
Co-Head of Economic Research and Head of Industry & Policy Thematics at J.P. Morgan Global Research, providing expert analysis on rare earths, supply chains, and policy implications.
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Feb 26, 2026 • 26min
Global Data Pod: Rare Earths
Jahangir Aziz, Co-Head of Economic Research at J.P. Morgan Global Research, offers expert analysis on rare earths and policy. He discusses why tiny amounts of rare earths are vital across electrification, defense, and electronics. He explains that processing, not mining, is the main supply-chain choke point. He outlines policy options like allied partnerships and a government-set playbook for industry action.
