China’s Rare Earth Chokehold!
Patrick Boyle On Finance
Patrick Boyle
4.9 • 308 Ratings
🗓️ 3 November 2025
⏱️ 29 minutes
🧾️ Download transcript
Summary
In this video, we explore how China’s dominance in rare earth elements has become a powerful geopolitical tool—and why the United States is struggling to catch up. From the Mountain Pass mine in California to Apple’s $500 million recycling push, we unpack the strategic importance of rare earths in everything from electric vehicles and smartphones to fiber optics and missile systems.We also look at the recent Trump–Xi summit, the temporary truce on export controls, and the deeper tensions that remain unresolved. Why are rare earths so hard to substitute? How does China’s export licensing regime work? And what happens if the U.S. gets cut off?
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Transcript
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| 0:00.0 | This episode is brought to you by Expedia and Visit Scotland. |
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| 0:30.7 | Hey there, it's your big McDonald's hunger calling. |
| 0:33.5 | And it's not just any kind of hunger. |
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| 0:37.1 | Start with juicy beef, cherry cheese and big arch sauce. |
| 0:40.4 | Oh, and don't forget those crispy onions. |
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| 0:46.8 | Saved from 11am. |
| 0:47.8 | Subject to availability. |
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| 0:50.4 | Donald Trump and Xi Jinping agreed this Thursday at their first meeting in over six years |
| 0:56.1 | to delay export controls on rare earths and on computer chips. |
| 1:01.4 | The deal they struck lasts for one year and follows months of escalating tariffs, retaliatory |
| 1:08.2 | restrictions and stalled negotiations. |
... |
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