Trumponomics

"The Economics Show": Breaking China’s rare earths chokehold

September 2, 2026·31 min
Episode Description from the Publisher

In the US-China trade conflict, rare earth metals are Beijing's ultimate trump card. Last year, China ramped up restrictions on these key industrial elements, spooking industry, and forcing the US toclimb down. Since that wake-up call, the US has worked hard to reduce its dependence on China. It has spent huge sums backing mining companies, penned eye-catching deals and moved to collaborate with allies. But after a little more than a year, how much progress has it made in breaking China’s hold on the rare earths supply chain?  Featuring: Abigail Hunter of the SAFE Center for Critical Minerals Strategy; Gracelin Baskaran of the Critical Minerals Security Program at the Center for Strategic and International Studies; Cory Combs of Trivium China; and FT commodities correspondent Camilla Hodgson. Subscribe to the show on Apple, Spotify, Pocket Casts or wherever you listen.See omnystudio.com/listener for privacy information.

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