Special Ep. - Beyond rare earths: Why the West’s supply chain problem is bigger than China

Описание: In this special edition of the Hinrich Foundation’s podcast on global trade, the Association of Foreign Press Correspondents-USA sits down with Stewart Paterson, Senior Research Fellow at the Hinrich Foundation, to unpack China’s rare earth monopoly and strategies taken by the West to break its dominance.  


China’s control over rare earth minerals stems less from geology than from decades of industrial strategy, subsidies, lax environmental standards, and dominance over processing and refining. Recent export controls have exposed Western vulnerabilities, many rooted in offshoring and the loss of industrial ecosystems needed for advanced technologies. While the United States, the European Union, and allies have begun responding through legislation, investment, and initiatives such as the Minerals Security Partnership, diversification will take at least a decade and cannot be achieved through one-off interventions. Paterson emphasized that rare earths are only one example of broader hidden dependencies, warning that true economic security requires coordinated, cross-border industrial and trade strategies grounded in geopolitical alignment rather than isolated national solutions.


Tune into this podcast as Stewart Paterson (https://www.hinrichfoundation.com/pro...) , Senior Research Fellow at the Hinrich Foundation, joins the Association of Foreign Press Correspondents-USA to break down how China built its rare earths monopoly and what it means for global economic security and supply-chain resilience. The podcast follows up on Paterson’s recent paper for the Hinrich Foundation, “Lessons from how China played its rare earth card (https://www.hinrichfoundation.com/res...) .”






Download Transcript (https://www.hinrichfoundation.com/res...)


Tune into the Hinrich Foundation’s podcast series (https://www.hinrichfoundation.com/glo...) for insights on international trade


Tune into the Hinrich Foundation’s podcast series (https://www.hinrichfoundation.com/glo...) for insights on international trade.