Liza Tobin

Liza Tobin, former China Director at the U.S. National Security Council, dives into China’s grip on the rare earth mineral market. She explains how decades of strategic policy and Western outsourcing have led to U.S. dependency. The conversation touches on the potential impacts of the upcoming Trump–Xi meeting and China’s weaponization of rare earths as a bargaining tool. Liza also discusses the implications for semiconductor production, stockpiling efforts, and how Western nations can navigate their economic fragility in this critical supply challenge.