Neha Mukherjee, an analyst at Benchmark Minerals, and Samuel Olsen, a risk analyst from Sibylline, dive into the shocking reality of China's grip on rare earth minerals. They explain how these elements power vital military tech, like fighter jets and missiles. With China's recent export controls, both guests outline the vulnerabilities in the West's supply chain, the consequences of a Taiwan conflict, and the long road ahead for rebuilding defenses. Their insights reveal a geopolitical battle that could reshape global power dynamics without a single shot fired.
