Breaking China’s Rare Earth Grip: Can America Build Its Own Supply Chain? episode artwork

EPISODE · May 12, 2026 · 19 MIN

Breaking China’s Rare Earth Grip: Can America Build Its Own Supply Chain?

from Economic Security Watch

This episode of Economic Security Watch delves into the critical importance of rare earth minerals and the global supply chain landscape. Danielle Myles speaks with American Rare Earths' CEO, Mark Wall, about the challenge of building a non-China rare earth supply chain, how American Rare Earths' project is part of the solution, and how the US and other governments must support the industry.More reading on fDi Intelligence:Non-China rare earth supply chain gains momentum Hope is not a strategy for Europe’s critical minerals supplyHow can businesses navigate the US–China geopolitical tussle?Timestamps:00:00 - Rare earths & China's dominance03:16 - Halleck Creek: A US solution05:47 - US government strategy & support09:54 - Market dynamics & competition11:21 - Building a domestic supply chain15:09 - Economic impact & future securityfDi Intelligence's Economic Security Watch podcast keeps you in the know as investors navigate a world increasingly viewed through a national security lens. Read our leading analysis here. Episodes will be delivered monthly, corresponding to our Economic Security newsletter. Sign up here. Hosted on Acast. See acast.com/privacy for more information.

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