
The Prof G Pod with Scott Galloway No Mercy / No Malice: Rare Earths
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Jan 10, 2026 Explore the intriguing world of rare earths and their critical role in technology and defense. Learn how China’s dominance presents a strategic vulnerability for the U.S. Examine historical parallels, from WWII rubber efforts to the oil embargo, that highlight the importance of resource control. Discover the implications of recent export bans and the urgency for U.S. innovation and cooperation to regain competitiveness. Hear insights on the challenges faced by U.S. mining and the strategic failures that have contributed to the current landscape.
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Rare Earths Underpin Modern Tech And Defense
- Rare earths are essential inputs across civilian and defense technologies, not niche materials.
- RAND and the episode highlight huge quantities used in jets, ships, subs, and consumer devices.
History Shows Resources Shape Geopolitics
- Control of strategic resources has repeatedly shaped national power throughout history.
- Examples range from Roman salt to 19th-century guano and wartime rubber mobilization.
China's Dominance Creates Strategic Vulnerability
- China dominates both mining and refining of rare earths, creating strategic leverage.
- The U.S. imports roughly 70% of its rare earths from China, producing a vulnerability.









