Rare Earth Elements: The Futile Fight Against China

Опубликовано: 11 Июль 2026
на канале: The Red Line
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As the world pivots towards a green energy future, the dominance of rare earth elements has never been more crucial. Yet, while the West has been preoccupied with other geopolitical challenges, China has quietly taken control of this vital industry. This episode delves into the strategic manoeuvres that allowed China to secure a near-monopoly on rare earth production and the consequential vulnerabilities faced by Western economies. By focusing on technological advancements and resource acquisition, China has positioned itself as the gatekeeper of essential materials for modern technology and renewable energy. Has the West, with its divided attention, failed to anticipate this shift and what are the strategic missteps that led to this imbalance? We ask our panel of experts:

On the panel this week:
Fabian Villalobos (RAND)
Theresa Sabonis-Helf (Georgetown Uni)
Ariel Cohen (Atlantic Council)

Intro - 00:00
PART 1 - 02:42
PART 2 - 27:58
PART 3 - 47:28
Outro - 1:00:15

Also check out:
The Geopolitics of Rare Earths:    • The Geopolitics of Rare Earths - The Red L...  
The Feasibility of Nuclear Power:    • The Economic Feasibility of Nuclear Power  
Russia's Uneasy Alliance with China:    • The Forced Friendship: Russia's Uneasy All...  

Also check out our sister program: @context.matters

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