China just pulled one of its most powerful levers in the trade war: restricting exports of rare earth minerals. These materials are cheap by dollar value but essential to everything from EVs and smartphones to missile systems. In this episode, we break down how China came to dominate the rare earth supply chain, what happened when they weaponized it before, and why the U.S. is scrambling to catch up. It’s a story of economic dependence, national security risk, and a mineral market that’s anything but rare.
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