Rare Earth Race: Why The U.S. Is Paying Billions To Break China’s Mineral Monopoly

Rare Earth Race: Why The U.S. Is Paying Billions To Break China’s Mineral Monopoly

March 6, 2026 · 22 min · Season 3 · Episode 11

About this episode

The episode discusses the shift in the rare earth industry from dependence on China to a race for diversification, featuring insights from Reed Blakemore.

For decades, the rare earth industry has been monopolized by China. But that story is changing from a tale of dependence to a race for diversification. Reed Blakemore, director of research at the Atlantic Council’s Global Energy Center, discusses the geopolitics, supply chain bottlenecks, and emerging green shoots of a new minerals economy.

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Guest: Reed Blakemore

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Organizations: Atlantic Council, Investor's Business Daily

Places: U.S., China

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