MP Materials, Intel, and Sovereign Wealth Funds
ChinaTalk16 Sep 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

Episoder(517)

Second Breakfast: Battleships, Golden Dome,  Greenland, Kash, Presidential Comedy

Second Breakfast: Battleships, Golden Dome, Greenland, Kash, Presidential Comedy

Bryan Clark (former submariner at Hudson), Eric Robinson, and Justin McIntosh report for duty. Davos disco: https://suno.com/s/2SpR62beigk2JeDr Learn more about your ad choices. Visit megaphone.fm/ad...

24 Jan 1h 12min

The Future of Economic Security with Dan Kim and Chris Miller

The Future of Economic Security with Dan Kim and Chris Miller

Is there such a thing as MAD in economic warfare? How should we measure the effectiveness of our industrial policy tools, and what outcomes should we be aiming for anyway? Our guest today is Dan Kim,...

21 Jan 1h 20min

Party Time! Jon Czin on US-China in 2025 and 2026

Party Time! Jon Czin on US-China in 2025 and 2026

Jon Czin spent years as a top China analyst at the CIA, served as China Director on Biden’s National Security Council, and now works at the Brookings Institution. We talk through: Xi, Trump, and w...

19 Jan 1h 1min

Richard Danzig on Cyber and AI

Richard Danzig on Cyber and AI

Richard Danzig, national treasure, joins the podcast to discuss the national security implications of AI in the cyber context. Do note we conducted this interview in July of 2025. We discuss Richard...

17 Jan 1h 44min

The China Commission Reports!

The China Commission Reports!

The U.S.-China Economic and Security Review Commission late last year released its annual report to Congress. ChinaTalk welcomes two commissioners to the pod to discuss. Before joining the Hoover Ins...

17 Jan 59min

Ben Buchanan on AI and Cyber

Ben Buchanan on AI and Cyber

Happy New Year! This is your reminder to fill out the ChinaTalk audience survey. The link is here. We’re here to give the people what they want, so please fill it out! ~Lily 🌸 Ben Buchanan, now a ...

11 Jan 1h 22min

Second Breakfast: Iran, $500B for Defense...and should we pity RTX?

Second Breakfast: Iran, $500B for Defense...and should we pity RTX?

Bryan Clark joins. Learn more about your ad choices. Visit megaphone.fm/adchoices

9 Jan 55min

Transistor Radio: WFE and Doug's Claude Code Psychosis

Transistor Radio: WFE and Doug's Claude Code Psychosis

but in a nice way happy new year! Learn more about your ad choices. Visit megaphone.fm/adchoices

8 Jan 56min

Populært innen Politikk og nyheter

giver-og-gjengen-vg
aftenpodden
forklart
aftenpodden-usa
popradet
lydartikler-fra-aftenposten
stopp-verden
det-store-bildet
nokon-ma-ga
rss-gukild-johaug
dine-penger-pengeradet
fotballpodden-2
aftenbla-bla
hanna-de-heldige
rss-espen-lee-usensurert
rss-ness
rss-penger-polser-og-politikk
rss-dannet-uten-piano
frokostshowet-pa-p5
bt-dokumentar-2