MP Materials, Intel, and Sovereign Wealth Funds
ChinaTalk16 Syys 2025

MP Materials, Intel, and Sovereign Wealth Funds

Uncle Sam is taking a bite out of companies left and right. Today, we’re going to focus on MP Materials — the Trump administration’s answer to China’s restrictions on rare earth material exports to America. To discuss, ChinaTalk interviewed Daleep Singh, former Deputy National Security Advisor for International Economics, now with PGIN; Arnab Datta, currently at Employ America and IFP; and Peter Harrell, former Biden official and host of the excellent new Security Economics podcast. Today, our conversation covers: Why critical mineral markets are broken, How China achieved rare earth dominance, The history of rare earth mining and refinement in the US, What the MP Materials deal does, and whether it can succeed, The key ingredients for successful industrial policy, with case studies including a Strategic Resilience Reserve, a US sovereign wealth fund, and support for Intel. Outro music: Ornaments Of Gold - Siouxsie And The Banshees (YouTube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices

Jaksot(516)

Emergency Second Breakfast: Venezuela

Emergency Second Breakfast: Venezuela

The gang (Justin Mc, Tony Stark and Eric Robinson) and I talk about what the hell just happened this past weekend and what it all means. Learn more about your ad choices. Visit megaphone.fm/adchoices

6 Tammi 1h 12min

Japanese Economic Security Policy with A REAL LIFE METI OFFICIAL

Japanese Economic Security Policy with A REAL LIFE METI OFFICIAL

Nishikawa Kazumi, Principal Director for Economic Security Policy at the legendary Japanese Ministry of Economy, Trade and Industry (METI), joins China Talk. Cohosting is Charles Lichfield of the Atla...

2 Tammi 49min

ChinaTalk 2025 Year in Review

ChinaTalk 2025 Year in Review

ChinaTalk Audience survey: https://docs.google.com/forms/d/e/1FAIpQLScQ99GAL0m_8iBqZDiKoEjRZiyX6544QvaCNtd1cVkc826n7A/viewform?usp=dialogFeatured coverage on Substack: Industrial diamonds: https:/...

30 Joulu 202539min

Joe Weisenthal and I do a Show About Nothing

Joe Weisenthal and I do a Show About Nothing

A festivus special! Joe Weisenthal, host of Odd Lots and my podcast host alter ego, come to celebrate his ten years of hosting, reflect on the medium and China. 01:21 following your podcasting bliss...

23 Joulu 20251h 3min

Second Breakfast: Arctic Warfare Christmas Special!

Second Breakfast: Arctic Warfare Christmas Special!

Steve Gagnon joins the show! Book: Thousand Mile War https://www.amazon.com/Thousand-Mile-War-Aleutians-Classic-Reprint/dp/0912006838 Outtro music: Learn more about your ad choices. Visit megapho...

22 Joulu 202555min

Rahm Returns to Chat Trump and China: “He is the worst negotiator.”

Rahm Returns to Chat Trump and China: “He is the worst negotiator.”

Rahm Emanuel returns to ChinaTalk with a characteristically blunt assessment of U.S.-China relations, delivering an unsparing verdict on the first year of Donald Trump’s second term. We discuss: ...

18 Joulu 20251h

Détente 2.0 with Mike Froman of CFR

Détente 2.0 with Mike Froman of CFR

Mike Froman is president of the Council on Foreign Relations and former U.S. Trade Representative. He joins ChinaTalk for the first time to discuss: Why his 1992 dissertation on détente is sudden...

15 Joulu 20251h 1min

Second Breakfast: Habemus NDAA!

Second Breakfast: Habemus NDAA!

We've got a full house with Tony, Justin and Eric today. We get into: The hottest NDAA takes on the airwaves (DFC, OSC, AUKUS, Taiwan, contested logistics, Xi's money) Tony has an amazing tv pi...

12 Joulu 20251h 4min

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