Chapter
China's dominance in rare earths
35:48 - 45:36 (09:48)
China's control over 80% of the supply of rare earths can impact the pricing and availability of key components for electrification and lead to China becoming the leader in climate change. Supporting the development of onshore mines, building a domestic supply chain, and funding this initiative would help the US to compete in this space.
Clips
China currently controls 80% of the world's rare earths supply, giving them a significant advantage in leading the way in electrification and combating climate change, unless the US prioritizes funding and building a domestic supply chain while subsidizing it.
35:48 - 43:19 (07:31)
Summary
China currently controls 80% of the world's rare earths supply, giving them a significant advantage in leading the way in electrification and combating climate change, unless the US prioritizes funding and building a domestic supply chain while subsidizing it.
ChapterChina's dominance in rare earths
EpisodeE5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing America's efficiency
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The recognition of Cold War two is now bipartisan in the US as Trump and Biden race towards a more hawkish position on China.
43:19 - 45:36 (02:17)
Summary
The recognition of Cold War two is now bipartisan in the US as Trump and Biden race towards a more hawkish position on China. The US and China duopoly power structure must be discussed and assessed for the next 40 to 50 years before deciding whether to maintain or not.