Episode
How Chinas Rare Earth Dominance Is Becoming a Trade Weapon
- Published
- Jul 6, 2026
- Duration seconds
- 570
- Processing state
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Summary
China controls roughly 60% of global rare earth mining and 90% of processing. In this episode, Lucas and Luna examine how Beijing is tightening export controls on rare earth magnets and refining technologies, using data from the latest trade balance and the yuan-dollar peg at 6.80. They discuss the impact on Western defense supply chains and the slow progress of alternatives like the MP Materials project in California. With Pinduoduo up 9.4% in a week and a strong tech export surge, the hosts connect the dots between strategic resource leverage and broader China economic strategy. A focused look at one of Beijing's most underappreciated policy tools. #ChinaEconomy #RareEarths #TradeWar #StrategicResources #ExportControls #MPMaterials #Magnets #DefenseSupplyChain #YuanAt6.80 #TradeBalance #BeijingPolicies #Economics #Geopolitics #FexingoBusiness #BusinessPodcast #Podcast #LucasAndLuna #SupplyChain Keep every episode free: buymeacoffee.com/fexingo