EPISODE · Jun 12, 2026 · 9 MIN
China's Biggest Blunder
from Clem Chambers Alpha · host clemcham
Tokyo. Rare earths. A massive strategic mistake by China.I've just returned from Tokyo, where I was invited by theJapanese government to attend a major conference on critical minerals and thefuture of global supply chains.In this video, I explain what I consider to be one ofChina's biggest strategic blunders — a move that woke the world up to a hiddenvulnerability and triggered a global scramble that is now reshapinggeopolitics, resource markets, and the future of industry.🎯 In this video:✅ The rare earth move thatchanged everything✅ Why critical minerals arebecoming the new geopolitical battleground✅ How China accidentallyaccelerated the race against its own dominance✅ The sectors, metals, andcompanies positioned to benefit✅ Why rare earths may be enteringa multi-year bull market✅ What I learned in Tokyo fromindustry insiders and policymakers💡 This is a long-termstructural theme with major implications for investors.We're still in the early innings.━━━━━━━━━━━━━━🔗 USEFUL LINKS📈 AnewFNhttps://anewfn.com📰 Clem Chambers Alphahttps://clemishere.substack.com🌍 Silex Worldhttps://silexworld.com📚 Forbes Articleshttps://www.forbes.com/sites/investor🎥 Channel Membership
What this episode covers
Tokyo. Rare earths. A massive strategic mistake by China.I've just returned from Tokyo, where I was invited by theJapanese government to attend a major conference on critical minerals and thefuture of global supply chains.In this video, I explain what I consider to be one ofChina's biggest strategic blunders — a move that woke the world up to a hiddenvulnerability and triggered a global scramble that is now reshapinggeopolitics, resource markets, and the future of industry.🎯 In this video:✅ The rare earth move thatchanged everything✅ Why critical minerals arebecoming the new geopolitical battleground✅ How China accidentallyaccelerated the race against its own dominance✅ The sectors, metals, andcompanies positioned to benefit✅ Why rare earths may be enteringa multi-year bull market✅ What I learned in Tokyo fromindustry insiders and policymakers💡 This is a long-termstructural theme with major implications for investors.We're still in the early innings.━━━━━━━━━━━━━━🔗 USEFUL LINKS📈 AnewFNhttps://anewfn.com📰 Clem Chambers Alphahttps://clemishere.substack.com🌍 Silex Worldhttps://silexworld.com📚 Forbes Articleshttps://www.forbes.com/sites/investor🎥 Channel Membership
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China's Biggest Blunder
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