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