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China's Upper Hand: Rare Earth Metals

The Daily

2025/06/10
The Daily

The Daily

2025/06/10

Shownote

In the trade war between the United States and China, the biggest sticking point is a handful of metals that are essential to the U.S. and almost entirely under the control of China. The problem is, China has now cut off America’s access to those metals, ....

Highlights

The podcast delves into the complexities of the U.S.-China trade war, focusing on rare earth metals. These essential elements, crucial for both consumer goods and military hardware, have become a significant point of contention as China restricts access to them. The discussion explores how the U.S. became reliant on China for these vital resources and examines potential strategies to mitigate this dependency.
00:00
China has cut off U.S. access to rare earth metals.
07:24
China dominated rare earths using cheap, polluting methods with minimal environmental compliance.
10:55
China dominated the rare earth supply chain by 2004.
18:27
Japan supported Australian rare earth industry for national interests, while the U.S. lost interest.
22:03
The U.S. is vulnerable due to its reliance on Chinese rare earth metals.

Chapters

Why Are Rare Earth Metals Crucial in the Trade War?
00:00
How Did China Become the Rare Earth Superpower?
07:24
What Happened During the 2010 Rare Earth Embargo?
10:55
Can Japan Offer Lessons for Diversifying Supply Chains?
14:49
Is the U.S. Ready to Tackle Its Rare Earth Dependency?
22:03

Transcript

Speaker 4: Hi, this is Eric Kim with New York Times Cooking. As a recipe developer, I spend a lot of my time trying to come up with dishes that are quick, easy, but also very special. For me, that means dishes like gochugaru salmon. It's a crispy salmon fi...