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Fragile Foundations: How Rare Earth Tensions Could Undermine Consumer Electronics Marketing in the U.S.
The U.S. consumer electronics market is a behemoth, projected to generate $152 billion in revenue in 2025, with telephony devices alone accounting for $62.6 billion. In a landscape where each American contributes nearly $447 in consumer electronics revenue annually and online sales represent over 40% of total revenue, it would be easy to assume the sector is future-proof. But that assumption is now under threat — not from competitors or innovation stagnation, but from the ground beneath our feet: rare earth elements.

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