Uploaded September 2025 | Updated September 2026, 3 weeks ago
Uncle Sam is taking a bite out of companies left and right. Today, we’re going to focus on MP Materials — the Trump administration’s answer to China’s restrictions on rare earth material exports to America.
To discuss, ChinaTalk interviewed Daleep Singh, former Deputy National Security Advisor for International Economics, now with PGIN; Arnab Datta, currently at Employ America and IFP; and Peter Harrell, former Biden official and host of the excellent new Security Economics podcast.
Today, our conversation covers:
How China achieved rare earth dominance,
The history of rare earth mining and refinement in the US,
What the MP Materials and Intel deals do, and whether they can succeed,
The key ingredients for successful industrial policy and imagining a sovereign wealth fund.
YOU SHOULD SIGN UP TO MY WEEKLY NEWSLETTER!
chinatalk.substack.com
The podcast is also available in your favorite app, just search ChinaTalk!
Uncle Sam is taking a bite out of companies left and right. Today, we’re going to focus on MP Materials — the Trump administration’s answer to China’s restrictions on rare earth material exports to America.
To discuss, ChinaTalk interviewed Daleep Singh, former Deputy National Security Advisor for International Economics, now with PGIN; Arnab Datta, currently at Employ America and IFP; and Peter Harrell, former Biden official and host of the excellent new Security Economics podcast.
Today, our conversation covers:
How China achieved rare earth dominance,
The history of rare earth mining and refinement in the US,
What the MP Materials and Intel deals do, and whether they can succeed,
The key ingredients for successful industrial policy and imagining a sovereign wealth fund.
YOU SHOULD SIGN UP TO MY WEEKLY NEWSLETTER!
chinatalk.substack.com
The podcast is also available in your favorite app, just search ChinaTalk!
