83: Rare Earths Monopoly and US Strategy. General Blaine Holt discusses China's challenge to the US and its allies regarding rare earths, noting that China previously threatened to cut off supply. The US is securing deals with partners like Australia and is o
The John Batchelor Show
John Batchelor
4.5 • 2.8K Ratings
🗓️ 13 November 2025
⏱️ 8 minutes
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| 0:00.0 | This is CBSI on the world. I'm John Batchew with my colleague and friend Gordon Chang at Gordon G. Chang. |
| 0:08.3 | Rare Earths. Right now, rare earths are a challenge to the United States and its allies because the People's Republic of China claims to have a monopoly. |
| 0:20.6 | We're joined by General Blaine Holt, United States Air Force, retired, |
| 0:24.6 | to help us understand what's ahead of us with China having threatened to cut off rare earth |
| 0:30.7 | in some willy-nilly fashion what you need vitally for the high-end economy that describes our world. |
| 0:40.6 | Blaine, a very good evening to you. |
| 0:42.0 | Thank you for this. |
| 0:43.2 | I've learned enough to know that rarers are particular, but not rare, |
| 0:49.0 | particular in that certain of them are much desired. |
| 0:52.1 | For example, gallium is much desired for data centers |
| 0:57.1 | to replace silicon in the chips. Urbium and scandium are much desired for aluminum |
| 1:03.8 | alloys that will go into new aircraft. There are many more to cite. That's, I'm learning slowly. |
| 1:10.3 | However, we're in a fix because the Chinese do have a dominant hold on the market. |
| 1:16.4 | They've recently lifted the boot from our throat for a year. |
| 1:20.2 | However, what lies ahead? |
| 1:21.7 | Are we ready to match the Chinese tactics of dominating rare risks? |
| 1:27.2 | Good evening to you, General. Good evening to you. I think that the Chinese tactics of dominating rare earth. Good evening to you, General. Good evening to you. |
| 1:29.9 | I think that the Chinese moving on rare earths is some sort of monopoly that they hold and that |
| 1:36.0 | it's trying to show President Trump that they really do hold all the trade cards with respect to |
| 1:40.8 | the United States. It's a colossal mistake, but it's evocative of some of the weakness that we see coming out of Beijing right now. |
| 1:48.0 | President Trump went immediately to work before the summits in Asia and secured deals with Australia, Malaysia, Indonesia, or other partners. |
| 1:58.2 | And then what we come to find out is we are on a track to replace China |
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