The Prof G Pod with Scott Galloway China Decode: Can China Beat the U.S. Back to the Moon?
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Oct 21, 2025 Explore the impact of China's new export restrictions on rare earth minerals and their ripple effects on global supply chains. Delve into a recent British spy scandal shaking UK-China relations, raising questions about national security. The hosts analyze the growing lunar race between China and the U.S., comparing missions and ambitions. Discussions highlight China's strategy in leveraging rare earths, the U.S. private sector's role in space exploration, and rising geopolitical tensions within the G7.
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China's New Rare Earth Licensing Leverage
- China moved from a simple export licensing system to demanding licenses for foreign products containing as little as 0.1% Chinese rare earths.
- That rule, plus licensing of processing equipment, gives China leverage over a huge portion of high-tech global supply chains.
Short Window For China's Choke Point
- The export-control announcement likely accelerated G7 moves to build alternative critical-mineral supply chains.
- China may hold short-term leverage for about three to five years while rivals scale mining and processing capacity.
Fund Alternative Rare-Earth Supply Fast
- Governments and investors should fund and scale non-Chinese rare-earth mining and processing to reduce dependency.
- Public stakes and capital injections into miners already rose in response to perceived supply risk.