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DEFAERO Daily Pod [Jun 02, 25] Week in Review & Byron Callan’s Week Ahead

Defense & Aerospace Report

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Geopolitical Tensions and Rare Earths

This chapter explores the challenges of sourcing rare earth elements amid China's dominance, stressing the need for U.S. processing capabilities to mitigate vulnerabilities. It analyzes the implications of domestic manufacturing challenges, historical tariffs, and the complexities of U.S. foreign policy concerning China and Taiwan.

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