# How Trade Wars Are Rewriting Rare Earth Supply Chains

Page: 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
Text version: 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
Podcast: [Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709)
Published: 2026-07-13T05:49:44+00:00
Episode link: https://audio.fexingo.com/business/trade-and-tariffs/episode-0111.mp3
Audio file: https://audio.fexingo.com/business/trade-and-tariffs/episode-0111.mp3
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JSON: 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
Duration seconds: 581

## Resource

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

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