Episode
How Trade Wars Are Rewriting Rare Earth Supply Chains
- Published
- Jul 13, 2026
- Duration seconds
- 581
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/episodes/how-trade-wars-are-rewriting-rare-earth-supply-chains/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-trade-wars-are-rewriting-rare-earth-supply-chains.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Episode 111: Lucas and Luna dig into how trade wars—specifically new US tariffs on Chinese rare earth imports—are forcing a massive realignment in the worldwide rare earth supply chain. They examine China's 70% global market share, the scramble for alternative sources in Australia and Brazil, and the surprising role of a small startup called MP Materials in building a US processing plant. With the trade-weighted dollar index at 120.7 and the yen weakening to 160.9 per dollar, the episode shows how currency moves and tariff policy together are reshaping critical mineral flows. No grand theory—just a sharp look at one industry being dismantled and rebuilt in real time. #RareEarths #TradeWar #SupplyChain #CriticalMinerals #China #MPMaterials #Tariffs #Economics #GlobalTrade #Manufacturing #Lithium #Neodymium #Australia #Brazil #FexingoBusiness #BusinessPodcast #IndustrialPolicy #MineralSecurity Keep every episode free: buymeacoffee.com/fexingo