

Making Sense of the Geopolitics of Rare Earths
Jul 14, 2025
Dr. Julie Klinger, a Geography Professor from the University of Delaware and author of "Rare Earth Frontiers," joins the discussion on the fascinating world of rare earth elements. They debunk the myth of rarity, showcasing their abundance and geopolitical significance. The conversation touches on China's export controls, the need for alternative sourcing, and the historical context of India's monazite sands. The episode also emphasizes the role of recycling in creating sustainable supply chains and reducing dependency on any single nation.
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Why 'Rare Earth' is Misleading
- Rare earth elements are abundant but 'structurally scarce' due to limited mining-friendly jurisdictions.
- The term 'rare earth' persists because it simplifies discussion and sounds compelling.
Rare Earths as Political Tools
- Political narratives often exaggerate rare earth deposits to advance broader strategic interests.
- Rare earth discussions reinforce global divisions between industrial centers and resource-exporting peripheries.
China's Rare Earth Strategy Nuances
- China's rare earth exports are not strictly about elements but also linked to radioactive materials with military uses.
- The industry’s economics and geostrategy intertwine, making supply control a complex tool of power.