Rare Earths: What is To Be Done?

To discuss, we have Farrell Gregory, a researcher at the Foundation for American Innovation and winner of ChinaTalk’s Economic Security essay competition, and Joris Teer, a policy analyst at the EU Institute for Security Studies who authored Beijing’s critical raw material weapon – and how to dismantle it. Co-hosting is ChinaTalk’s Aqib Zakaria. Our conversation covers... China’s critical mineral weapon — How Beijing turned its dominance over rare earths into a tool of economic coercion and why the West is struggling to respond. 25 minerals that actually matter — Why policymakers should focus on the specific materials China can weaponize rather than spreading resources across broad critical mineral lists. Why subsidies alone won’t fix the problem — How China’s industrial policy, overcapacity, and ability to flood markets make it nearly impossible for Western supply chains to compete without coordinated action. Reshoring the industrial base — The tradeoffs behind rebuilding domestic capacity: higher end-product costs, environmental NIMBYism, skilled labor shortages, and the need for deeper US-European cooperation. The next resource race — How defense, AI, robotics, and energy demand are intensifying competition for critical materials and what the future of allied industrial power might look like. Learn more about your ad choices. Visit megaphone.fm/adchoices

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(539)

WarTalk with Ely Ratner on Iran War Peace + the 'BS' US-China Stalemate

Ely Ratner, former Assistant Secretary of Defense for Indo-Pacific Security Affairs and now a principal at the Marathon Initiative, joins Jordan, Bryan Clark, and Justin to make sense of the Iran ceas...

19 Jun 1h 17min

AI for Science!

AI will make ideas cheap. What does that mean for sicence? Charles Yang is a fellow at Renaissance Philanthropies and writes about AI and science here: https://republicofscience.substack.com. We dis...

17 Jun 49min

Emergency Pod: Claude Fable Fried + What's Going on at BIS?

Chris McGuire, former civil servant in State and the Biden White House now at CFR, talk about the export control craziness of these past two weeks. We discuss: The 5:21 PM letter that took the wo...

15 Jun 1h 10min

ModelTalk: Claude Fable (Nathan's pissed), is AI actually productive, advice for graduates

Nathan Lambert of https://www.interconnects.ai/, Jasmine Sun of https://jasmi.news/, and guest Ethan Ding of https://ethanding.substack.com/ check in Learn more about your ad choices. Visit megaphone....

12 Jun 55min

Sen. Slotkin on NDAA, AI Nukes, Chinese Cars, and Taiwan

The NDAA is two thousand pages of strategy, pork, and the occasional genuinely big idea — this year including a new robotics combatant command and the first legislated guardrails on AI in the kill cha...

11 Jun 31min

Paul Kennedy on Great Powers, Past and Present

What a profound honor to have Paul Kennedy on the ChinaTalk podcast. Kennedy is my favorite living historian and the writer who’s most shaped my intellectual development. His analysis underpins what y...

8 Jun 1h 18min

WarTalk: The View from AFRICOM with LTG Brennan

Africa is the literal center of the world’s map and increasingly the center of gravity for ISIS, the manpower source for Russia’s war in Ukraine, and the contested geopolitical ground where China buil...

5 Jun 1h 3min