The Prof G Pod with Scott Galloway Why the N.B.A. is Betting Big on China
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Oct 14, 2025 Tensions rise as Trump escalates his rhetoric against Xi amidst China's ban on rare earth exports, crucial in the U.S.-China rivalry. The N.B.A. makes a comeback in China after six years of absence, focusing on both cultural impact and financial losses. Exciting advancements in biotech are revealed with a groundbreaking pig-to-human liver transplant that could revolutionize organ donation. Discover how China is leading the way in biotech innovation with rapid clinical trials and regulatory shifts.
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Rare Earths As A Strategic Chokepoint
- China processes about 90% of higher-end rare earths and controls many export rules, making these minerals a strategic choke point.
- The new export controls expand scope to products with as little as 0.1% rare-earth content, sharply increasing leverage.
Export Controls Signal Long-Term Supply Strategy
- China's export control law formalizes restrictions on advanced technologies and critical minerals ahead of its next five-year plan.
- This aims to indigenize and securitize supply chains while preserving future optionality in trade talks.
Leverage Buildup Raises Escalation Risk
- Both Beijing and Washington are building leverage through trade measures, raising the risk of a prolonged slugfest.
- Short-term tactical moves (soybean bans, port fees, rare earths) could escalate without a binding settlement.