# The Critical Minerals Race (ft. CSIS Expert Gracelin Baskaran), Poland's Defense Surge, and Hungary After Orbán

Page: https://stenobird.com/podcast/one-decision-4241287/the-critical-minerals-race-ft-csis-expert-gracelin-baskaran-poland-s-defense-surge-and-hungary-after-orb-n
Text version: https://stenobird.com/podcast/one-decision-4241287/the-critical-minerals-race-ft-csis-expert-gracelin-baskaran-poland-s-defense-surge-and-hungary-after-orb-n.md
Podcast: [One Decision](https://stenobird.com/podcast/one-decision-4241287)
Published: 2026-06-11T09:00:00+00:00
Episode link: https://pdrl.fm/8d0c8d/traffic.megaphone.fm/LNM1961123213.mp3
Audio file: https://pdrl.fm/8d0c8d/traffic.megaphone.fm/LNM1961123213.mp3
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JSON: https://stenobird.com/v1/public/podcasts/one-decision-4241287/episodes/the-critical-minerals-race-ft-csis-expert-gracelin-baskaran-poland-s-defense-surge-and-hungary-after-orb-n
Duration seconds: 4003

## Resource

The minerals inside your phone, your car, and U.S. fighter jets almost all pass through one country: China. Dr. Gracelin Baskaran, founding director of the Critical Minerals Security Program at CSIS, joins Sir Richard Dearlove and Rosanna Lockwood to explain how China built a stranglehold on rare earth production, and what it will actually take to break it. Critical Minerals are this century's defining supply chain vulnerability: it's a demand problem, a democracy problem, and, for the West, a race against a country that isn’t swayed by elections. Also: Israel's espionage escalation against US officials, Poland's rise as Europe's top defense power, and the fall of Orbán's Hungary. In this episode: (00:00) Intro: China's Rare Earth Minerals Takeover (01:43) World Cup 2026 Preview (03:50) Middle East Conflict Updates (06:57) Israel Spying on US Officials? (08:43) Bill Pulte Named Intelligence Director (10:27) US APAC Strategy Shifts (14:41) Poland Becomes Europe's Defense Power (16:44) Hungary After Orbán's Fall (19:57) China's Critical Minerals Chokehold (27:12) Western Mining Supply Chain Crisis (38:28) Frontier Markets: Africa's Mineral Race (57:32) Taiwan Crisis and Mineral Shortages Show Notes: The New York Times: https://www.nytimes.com/2026/06/06/us/politics/pentagon-sees-growing-espionage-threat-from-israel.html Hosted by Sir Richard Dearlove (former MI6 Chief) and guest co-host Rosanna Lockwood (International Journalist). Learn more about your ad choices. Visit megaphone.fm/adchoices

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