Gracelin Baskaran

Gracelin Baskaran, the Director of the Critical Minerals Security Program at CSIS, dives into China's recent halt of critical minerals exports to the U.S. She highlights the strategic implications of this move for both consumer products and defense industries, emphasizing national security risks. The conversation also spotlights vulnerabilities in U.S. supply chains and bipartisan efforts to reduce dependence on China. Baskaran further discusses how this affects global semiconductor markets and the automotive sector, revealing complex geopolitical tensions.

Gracelin Baskaran, a mining economist and founding director of the Project on Critical Mineral Security at the Center for Strategic and International Studies, shares insights into the U.S. and Ukraine's negotiations over rare earth minerals. She explains why these minerals, pivotal for technology, aren’t as rare as believed and discusses the U.S.'s struggle to compete with China's production. Baskaran also highlights that recycling is only part of the solution. The conversation takes a humorous turn with musings on dreaming and Canadian travel boycotts.

Gracelin Baskaran, Director of the Critical Minerals and Security Program at CSIS, discusses the U.S.-Ukraine minerals deal and its potential implications for global resource security. She explains Ukraine's decision to proceed without security guarantees and the risks it introduces for private investors. Baskaran draws parallels to China’s mineral agreements in the DRC while emphasizing the urgency of securing U.S. supply chains. Listeners also get a sneak peek into her forthcoming book, which addresses critical minerals' impact on the U.S. economy and national security.

Gracelyn Baskaran, a critical minerals expert, discusses the strategic importance of rare-earth magnets amid U.S.-China trade tensions. Angela Stent, a senior fellow and former intelligence officer, delves into the complex U.S.-Russia-Ukraine diplomatic landscape, highlighting the challenges of ceasefire negotiations. Mike McKee provides insights on the nomination of Stephen Miran to the Federal Reserve and the implications for U.S. economic policy. They explore how recent geopolitical issues are shaping financial strategies and national security initiatives.

Gracelin Baskaran, a mining economist and director of the Critical Minerals Security Program, delves into the critical minerals market and China's overwhelming dominance. She discusses the vital role of these minerals in key industries and how U.S. dependency on China jeopardizes national security. Baskaran highlights China's recent export restrictions and the challenges faced by the U.S. in establishing alternative suppliers. She also outlines strategies for enhancing U.S. competitiveness in mineral sourcing and processing amid a manipulated global market.