In this episode, Ross Hill and Dr. Treston Wheat discuss various geopolitical developments, including the the formation of the Critical Minerals Coalition by the US, and its implications for foreign policy and industrial strategy. They explore the bipartisan support for critical minerals, the evolving US-China relations, and the significant shifts in Japan's defense policy following its recent election. The conversation also touches on the 2026 US National Defense Strategy and how corporations must adapt to the changing geopolitical landscape.