diagnosis
Jiang claims China used rare-earth mineral production as a strategic lever against the United States, especially in EV, solar, and semiconductor chains.
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Topic brief
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Rare Earths
Jiang claims China used rare-earth mineral production as a strategic lever against the United States, especially in EV, solar, and semiconductor chains.
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Transcript
"...china has essentially a monopoly over lithium cobalt graphite and other rare earths that the ev industry the solar industry the semiconductor industry are..."
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"...united states the first mechanism is by restricting the supply of rare earth minerals to the united states because as you can see from..."
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"Here's what we need from you. You know, how about some rare earth minerals? And then maybe China would say like, well, all right...."
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"...imagine maybe Congo, where they're using child slaves to dig for rare earths. Okay? It's a margin empire where war is a very common..."
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Relevant Lectures And Readings
Reading
Jiang treats the Xi鈥揟rump visit as a strategic theater.
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