

Trade Escalation, Supply Chain Vulnerabilities and Rare Earth Metals
Oct 14, 2025
Explore the intense trade tensions between the U.S. and China, particularly around rare earth metals and export controls. Discover how China's aggressive tactics, including targeting Qualcomm and broader industries, are reshaping global supply chains. Delve into the U.S. response and the potential fallout of escalating trade conflicts. Hear about the need for strategic stockpiles and the challenges of Western production. Could this serve as a catalyst for greater independence from China's influence? Tune in for insights on the future of global trade!
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Intro
00:00 • 25sec
China's Escalation Beyond Rare Earths
00:25 • 36sec
Can China Claim Extraterritorial Control?
01:01 • 53sec
Was the 50% BIS Rule the Provocation?
01:54 • 1min
What Is China Trying To Achieve?
02:57 • 58sec
How Is America Responding?
03:55 • 1min
What Are the Stakes of Escalation?
05:00 • 32sec
Can the U.S. Stockpile Critical Minerals?
05:32 • 32sec
Is Both Sides Wanting De-escalation?
06:04 • 25sec
Are China's Reassurances Credible?
06:29 • 2min
Should We Tighten Chip Export Controls?
08:52 • 2min
Did China Miscalculate Its Move?
10:33 • 49sec
How to Mitigate China's Leverage Broadly
11:22 • 44sec
Opportunity to Rebuild Global Supply Chains
12:06 • 1min
What Makes Western Production Hard?
13:10 • 45sec
Are Chip Controls Equivalent to AI Chip Restrictions?
13:55 • 52sec
Could China's Domestic Pressures Explain This?
14:48 • 1min
What Is the Likely Outcome?
16:00 • 1min
Will This Ultimately Strengthen Western Resolve?
17:29 • 46sec
Outro
18:15 • 27sec