Javier Blas on China's Rare Earths Dominance
Odd Lots15 Huhti 2025

Javier Blas on China's Rare Earths Dominance

Every time there is tension between the US and China, there are stories about China threatening to withhold exports of rare earth metals, which are supposedly crucial for all kinds of advanced technologies. In this episode, recorded in Bloomberg's London studio, Bloomberg Opinion columnist Javier Blas helps us clear up some misconceptions about them. For one thing, rare earths aren't actually that rare. Furthermore, the amount of global trade of these minerals is fairly minuscule. The US only imports $170 million worth in a year. And then beyond that, the most common usage of them is in vacuum cleaners. Still, their economics are interesting and they do have some important applications. In addition, we talk about what the trade war means for the domestic US energy agenda, and the Trump administration's desire to expand total output.

Read more:
Chinese Rare Earth Shipments Held Up as Trade War Upends Exports
Javier Blas: $50-a-Barrel Oil Is a Problem for US Trade Deficit

Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox — now delivered every weekday — plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots

See omnystudio.com/listener for privacy information.

Jaksot(1189)

Now There's a Helium Shortage and It Affects More Than Balloons

Now There's a Helium Shortage and It Affects More Than Balloons

Ripple effects from the war in Iran and the closure of the Strait of Hormuz continue to widen. There's yet another brewing shortage, this time in helium. While most people associate helium with balloo...

27 Maalis 50min

This Is How Big Money Is Trading the War in Iran

This Is How Big Money Is Trading the War in Iran

Markets are often said to be "headline-driven," but that cliché has rarely felt more true than it does right now. A single tweet or Truth Social post can send prices sharply higher or lower, and inves...

26 Maalis 39min

The Petrochemicals Shock That's Already Rippling Through Plastics

The Petrochemicals Shock That's Already Rippling Through Plastics

Everyone knows by now that war in Iran is curbing the flow of oil around the world. But oil isn't just a gasoline and jet fuel story, of course. It's also a crucial feedstock for a bunch of petrochemi...

25 Maalis 53min

David Shor and Byrne Hobart on the Politics of a White-Collar Wipeout

David Shor and Byrne Hobart on the Politics of a White-Collar Wipeout

Nobody knows when or if AI will lead to mass displacement of white-collar work. But the anxiety is clearly here now, and there's very little evidence that our politicians are taking it seriously. Of c...

24 Maalis 55min

What the Iran War Means for Dubai's Luxury Boom

What the Iran War Means for Dubai's Luxury Boom

Dubai has become a huge destination for the rich, with an influx of high-net-worth residents driving up property prices and boosting the UAE's tax revenues in recent years. And of course, Gulf countri...

23 Maalis 55min

Introducing: Leaders with Francine Lacqua

Introducing: Leaders with Francine Lacqua

What makes a leader successful? Francine Lacqua interviews top CEOs and global industry leaders for candid lessons on leadership, management, and the future of work.See omnystudio.com/listener for pri...

22 Maalis 1min

Here's Why The Iran War Is Prompting A Safe Haven Rethink

Here's Why The Iran War Is Prompting A Safe Haven Rethink

Here's Why is Bloomberg’s short explainer podcast, where we take one big news story and break it down in just a few minutes with help from our experts across the newsroom. We're dropping into your fee...

21 Maalis 12min

Greg Brew on Surging Energy and the 'Strategic Trap' of the War in Iran

Greg Brew on Surging Energy and the 'Strategic Trap' of the War in Iran

The war in Iran has already lasted longer than many people might have expected. There was an initial assumption, after oil prices started surging, that President Trump could just declare victory at an...

20 Maalis 53min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
hyva-paha-johtaminen
ostan-asuntoja-podcast
rss-rahamania
herrasmieshakkerit
rss-rentotapaus
rss-seuraava-potilas
rss-sami-miettinen-neuvottelija
rahapuhetta
kultaiset-hoitajat
rss-lahtijat
rss-startup-ministerio
rss-tarkeista-asioista-2
rss-lain-elamaa
rss-markkinointiradio
rss-sisalto-kuntoon
rss-asiakaskokemusklubi