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Why Should We Care About the Indo-Pacific?
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Why Should We Care About the Indo-Pacific?

Author: Ray Powell & Jim Carouso

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Chart the world's new strategic crossroads. Join co-hosts Ray Powell, a 35-year U.S. Air Force veteran and Director of the celebrated SeaLight maritime transparency project, and Jim Carouso, a senior U.S. diplomat and strategic advisor, for your essential weekly briefing on the Indo-Pacific. Drawing on decades of on-the-ground military and diplomatic experience, they deliver unparalleled insights into the forces shaping the 21st century.

From the U.S.-China strategic competition to the flashpoints of the South China Sea and Taiwan Strait, we cut through the noise with practical, practitioner-focused analysis. Each episode goes deep on the region's most critical geopolitical, economic and security issues.

We bring you conversations with the leaders and experts shaping policy, featuring some of the world's most influential voices, including:

  • Senior government officials and ambassadors
  • Defense secretaries, national security advisors and four-star military officers
  • Legislators and top regional specialists
  • C-suite business leaders

This podcast is your indispensable resource for understanding the complexities of alliances and regional groupings like AUKUS, ASEAN and the Quad; the strategic shifts of major powers like the U.S., China, Japan and India; and emerging challenges from economic statecraft to regional security.

If you are a foreign policy professional, business leader, scholar, or a citizen seeking to understand the dynamics of global power, this podcast provides the context you need.

Subscribe now on Apple Podcasts, Spotify, YouTube or your favorite platform.

Produced by Ian Ellis-Jones and IEJ Media.

Sponsored by BowerGroupAsia, helping clients navigate the world’s most complex and dynamic markets.

122 Episodes
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In Ep. 117, Washington Post Southeast Asia Bureau Chief Rebecca Tan joins co-hosts Ray Powell and Jim Carouso to discuss her investigative reporting on the massive surge of methamphetamines flooding the Asia-Pacific. While the U.S. remains focused on the fentanyl crisis, Tan explains how the same network of Chinese chemical manufacturers is simultaneously fueling a "meth tsunami" that is overwhelming law enforcement from Thailand to Australia.The Global SyndicateRebecca details how Chinese chemical companies—often the very same entities supplying Mexican cartels with fentanyl precursors—are shipping vast quantities of drug ingredients into Southeast Asia. Unlike the U.S. opioid crisis, the Asian market is being inundated with methamphetamine produced in Myanmar’s lawless borderlands. Tan explains that this is not a parallel problem but a singular, global supply chain rooted in China’s massive chemical industry.The New Golden TriangleThe conversation explores how drug production has shifted from mainland China to the "Wild West" of Myanmar’s Shan State. Following crackdowns by Beijing, criminal syndicates relocated to border areas controlled by ethnic militias like the United Wa State Army. Tan describes the surreal atmosphere of border towns like Tachilek, where casinos, scam compounds, and drug trafficking operations thrive under a distinct set of rules, shielded by the chaos of Myanmar's civil war.Geopolitics of PrecursorsA key takeaway is the geopolitical leverage Beijing holds over this trade. Tan notes that while China has the capacity to clamp down on these exports—as it does with critical minerals—it treats counternarcotics cooperation as a political bargaining chip. The hosts and Tan discuss the frustration of regional powers like Thailand and Australia, who lack the geopolitical weight of the U.S. to demand action from China, leaving them vulnerable to a flood of cheap, potent narcotics.👉 Follow Rebecca Tan’s reporting at The Washington Post and on X, @rebtanhs👉 Follow us on X, @IndoPacPodcast, on LinkedIn or on Facebook.👉 Follow Ray Powell on X, @GordianKnotRay, or LinkedIn, or check out his maritime transparency work at SeaLight👉 Follow Jim Carouso on LinkedIn👉 Sponsored by BowerGroupAsia, a strategic advisory firm that specializes in the Indo-Pacific
In Ep. 116, Senator Todd Young of Indiana sits down with co-hosts Ray Powell and Jim Carouso to discuss why what happens in the South China Sea, around Taiwan, and across the first island chain directly shapes America’s prosperity and national security. Senator Young, a former Marine Corps intelligence officer and one of the Senate’s leading voices on Indo-Pacific security, explains that he's championing the Ships for America Act and the HARPOON Act because he believes the U.S. cannot afford to turn inward in an era of intensifying competition with China.​Drawing on his experience from a recent visit to the Philippines, Senator Young describes a population that feels “under siege” as China’s coast guard and maritime militia harass commercial and fishing vessels, challenge Manila’s sovereign rights, and test U.S. treaty commitments in one of the world’s most dangerous sea lanes. He explains how the northern Philippines, Taiwan, Japan, and the broader first island chain form a critical maritime corridor for global trade - and how Beijing’s push to control these waters could give it leverage over shipping, energy flows, and supply chains that Americans rely on every day.​Young walks through two signature legislative initiatives: the HARPOON Act, which equips the U.S. and its partners to push back against China’s illegal, unreported and unregulated fishing and broader resource predation, and the Ships for America Act, which aims to revive U.S. commercial shipbuilding capacity from just a handful of ocean-going vessels per year to a resilient fleet able to support both peacetime commerce and wartime logistics. He highlights how allies such as South Korea and Japan can bring capital, technology, and best practices to U.S. shipyards while expanded training pipelines build the welders, skilled trades, and merchant mariners needed to crew and maintain a larger fleet.​The conversation also explores why the U.S. Coast Guard may be one of Washington’s most powerful but underutilized tools in countering China’s “gray-zone” activities, from illegal fishing to coercive law-enforcement-style operations far from China’s own shores. By combining Coast Guard authorities with new legislation and deeper capacity-building for regional partners, Young argues the U.S. can deter escalation, protect vital ocean resources, and help Indo-Pacific nations enforce their own laws in their own waters.​👉 Follow Sen. Young on his website or on X, @SenToddYoung👉 Follow the pod on X, @IndoPacPodcast, on LinkedIn, or on Facebook👉 Follow Ray on X, @GordianKnotRay, or LinkedIn, or check out his maritime transparency work at SeaLight👉 Follow Jim on LinkedIn👉 Sponsored by BowerGroupAsia, a strategic advisory firm that specializes in the Indo-Pacific
In this episode, hosts Ray Powell and Jim Carouso welcome Peter Mattis, President of the Jamestown Foundation and former CIA analyst, to dissect the Chinese Communist Party’s (CCP) "political warfare" against Taiwan. Mattis argues this is not merely diplomatic maneuvering, but "United Front work playing out on a global scale" - a comprehensive campaign to reshape the international order by recreating China’s domestic political controls abroad.​War by Other MeansMattis grounds the political warfare concept in George Kennan’s Cold War definition: the logical application of Clausewitz's doctrine in peacetime. For Beijing, unification is a political objective requiring total control over Taiwan’s social, economic, and political life - goals that military force alone cannot secure. The CCP seeks to "pull in" global interests, ensuring they are mediated through Beijing rather than through alliances or international law.​The View from TaiwanFor the Taiwanese, this warfare is felt on a spectrum. It ranges from the overt "gray zone" harassment of military aircraft and sand dredgers to the psychological grinding of CCP-aligned media narratives. These narratives are designed to paint the U.S. as unreliable and unification as inevitable. Mattis specifically highlights the corrosive effect of espionage, noting that every spy scandal erodes the critical trust necessary for Taiwan’s own bureaucracy and its security partners.​United Front: A Global DragnetA key mechanism discussed is the "Council for the Promotion of the Peaceful Reunification of China," which operates chapters globally, including in the U.S. and the Philippines. Mattis explains how these groups mobilize diaspora communities, often hijacking the voices of pragmatic businesspeople, to influence local politicians. He cites the recent indictment of former New York state official Linda Sun as a prime example of how these influence operations effectively bury engagement with Taiwan inside democratic institutions without leaving a public trace.​The Japan Example & Global SignalingWhen Japan’s Prime Minister recently called a Taiwan contingency an "existential threat," China responded with fierce rhetoric and economic coercion. Mattis explains this reaction was double-edged: it aimed to punish Tokyo, but also served as a signal to the "Malaysias and Indonesias" of the region. The message is clear: if Beijing can inflict pain on a major power like Japan, smaller nations should fear the consequences of stepping out of line.​The Democratic DeficitWhy do democracies struggle to push back? Mattis argues our institutions are too siloed: the military ignores non-kinetic threats, diplomats fear rocking the boat, and law enforcement is jurisdiction-bound. China exploits these seams to operate without consequence. Mattis suggests democracies must stop looking for "symmetric" responses - which often don't exist - and instead pursue asymmetric, disproportionate measures to re-establish deterrence and uncertainty for Beijing.​👉 Follow Peter Mattis on X, @PLMattis👉 Follow us on X, @IndoPacPodcast, or LinkedIn👉 Follow Ray Powell on X, @GordianKnotRay👉 Follow Jim Carouso on LinkedIn👉 Sponsored by BowerGroupAsia
In this special live pod, Ray and Jim were joined by two distinguished guests: Former Japanese Ambassador to Australia Shingo Yamagami and Bonnie Glaser, Director of the Indo-Pacific Program at the German Marshall Fund of the U.S. Together, they unpack China's escalating diplomatic offensive against Japan following PM Sanae Takaichi's recent statements about Taiwan.​What Sparked the CrisisEp. 114 centers on Takaichi's remarks in the Japanese Diet, where she responded to a hypothetical question about a Taiwan blockade scenario. She stated that if China imposed a blockade around Taiwan and the U.S. intervened, Japan could classify the situation as an "existence-threatening situation" under its national security legislation-potentially allowing deployment of Japan's Self-Defense Forces. Shingo emphasized this was not a policy change but a restatement of Japan's longstanding legal framework established a decade ago. Nevertheless, Beijing has reacted fiercely, labeling her comments an "unacceptable intervention" in China's domestic affairs.​China's Strategic CalculusBonnie explained that China's strong reaction stems from multiple factors: Xi Jinping's perceived loss of face after meeting Takaichi at the APEC summit, the 80th anniversary of WW2 amplifying anti-Japanese narratives, and concerns about Japan's military buildup in its Southwest Islands. China's broader message, she notes, is "kill the chicken to scare the monkey"-punishing Japan to deter other nations from challenging Beijing's red lines on Taiwan. China is also testing whether the United States will stand firmly behind its allies, seeking to drive wedges in the U.S.-Japan and other alliances.​The Stakes for Japan and the RegionShingo underscored Taiwan's vital strategic importance to Japan. If Taiwan falls under CCP control, the entire East China Sea would become contested territory, potentially forcing U.S. forces to retreat from Okinawa and fundamentally weakening Japan's defense posture. As former Prime Minister Abe famously stated: "A Taiwan contingency is a Japan contingency." Shingo also discussed the shocking details about a Chinese consul general's social media post threatening that Takaichi's "dirty neck will be chopped off"-unprecedented diplomatic intimidation that has only strengthened Japanese public support for the new prime minister, whose approval ratings have surged into the mid-70s.​The One China Policy vs. One China PrincipleThe discussion clarifies a critical distinction often misunderstood: The U.S. "One China policy" and those of other Western nations are fundamentally different from China's "One China principle." Neither the U.S. nor Japan has ever agreed that Taiwan is part of China-they merely "acknowledged" or "understood and respected" Beijing's position. China is now aggressively pushing countries to abandon their individual policies and adopt its principle, which holds Taiwan as an "inalienable" part of China.​Looking AheadBoth guests anticipate a prolonged chill in China-Japan relations. However, Shingo noted that China's economic vulnerabilities limit its coercion options-Beijing needs Japanese investment for its struggling economy. If Takaichi maintains her popularity and secures a strong political mandate, China may eventually be forced to engage with her government, as it did with the long-serving Abe administration. Glaser warns that China sees opportunity in a perceived U.S. decline and will continue pressuring allied coalitions, making unity among democratic partners more essential than ever.​👉 Follow Shingo on X, @YamagamiShingo👉 Follow Bonnie on X, @BonnieGlaser👉 Sponsored by BowerGroupAsia
In this episode, hosts Ray Powell and Jim Carouso welcome Dr. Alvin Camba, a sociologist who studies Southeast Asian political economies, China relations, and critical mineral supply chains. Camba, author of the New America article "The Jakarta Model is No Blueprint," critiques Indonesia's export ban on raw nickel and incentives for domestic refining, which have driven economic growth and positioned the country as a key EV battery supplier but have also resulted in severe human and environmental costs.​​Growth at what cost? Camba explains the "Jakarta model” - policies forcing mining firms to sell domestically, spurring smelters and industrial parks but creating oligopsonies where refiners dictate low prices, triggering a "race to the bottom" in mining practices. This has led to widespread environmental damage like air pollution, acid leakage, water contamination, land grabs, and health issues, including rising asthma and cancer rates near facilities since 2019, while workers endure 10-12 hour shifts over six-day weeks.​Impressive parks, hidden harms: Inside sites like those in Sulawesi, visitors see advanced infrastructure with airports, ports, hotels, and thousands of workers, often funding local clinics and schools, which sustains public support despite scandals. Yet, mining outside these parks produces tailings dumps and forest clearance, while smelters emit pollutants into the air and rivers; in Kalimantan, bauxite processing creates radioactive red mud waste.​Global copycats and Western challenges: Countries like Namibia, Nigeria, Zimbabwe, and the Philippines eye the model for capital influx, often ignoring downsides amid weakened environmental oversight and political ties to Chinese joint ventures dominating smelters. Camba urges slower development with strong regulations, consultations, and transparency; for the West, building refining capacity requires market incentives to counter China's cheap, dirty dominance, with short-term reserves bridging gaps amid U.S.-China standoffs over rare earths and semiconductors.​👉 Follow us on X, @IndoPacPodcast, on LinkedIn or on Facebook.👉 Follow Ray Powell on X, @GordianKnotRay, or LinkedIn, or check out his maritime transparency work at SeaLight👉 Follow Jim Carouso on LinkedIn👉 Sponsored by BowerGroupAsia, a strategic advisory firm that specializes in the Indo-Pacific
In this episode, host Ray Powell sits down with Dr. Lailufar Yasmin, a renowned political scientist at the University of Dhaka, to unpack Bangladesh's dramatic recent political crisis and explore why what happens in this densely populated South Asian nation matters to the broader Indo-Pacific regional stability.Recorded just one day after Bangladesh's International Crimes Tribunal sentenced former Prime Minister Sheikh Hasina to death in absentia for crimes against humanity--this conversation provides crucial context for understanding a nation in transition. Powell and Dr. Yasmin discuss the uprising that toppled Hasina's government, the interim administration led by Nobel laureate Muhammad Yunus, and the geopolitical implications for great power competition in South Asia.Dr. Yasmin explains how the July 2024 student protests escalated into a nationwide uprising after Hasina's government responded with lethal force, killing over 1,400 protesters. The movement, known as the "July Uprising," ultimately forced Hasina to flee to India on August 5, 2024, ending her 15-year authoritarian rule. The conversation explores how Hasina transformed from a democracy icon into an increasingly autocratic leader who rigged elections, suppressed opposition, and dismantled democratic institutions.The episode delves into the "July Charter," a reform blueprint calling for constitutional changes including a bicameral parliament, proportional representation, prime ministerial term limits, and restoration of the caretaker government system. Dr. Yasmin discusses the upcoming February 2026 referendum and elections, explaining the challenges of ensuring credible democratic transition amid deep political divisions, the banning of the Awami League political party, and security concerns.The conversation reveals how India's strong historical support for Hasina and the Awami League—rooted in India's assistance during Bangladesh's 1971 War of Independence—has created tension following her ouster. Dr. Yasmin describes India's initial disinformation campaigns falsely blaming Pakistani intelligence for the uprising, and how the interim government's engagement with China has also caused concern in New Delhi. She argues that Bangladesh must pursue an independent foreign policy that serves its national interests rather than simply accommodating regional powers.The discussion also provides essential historical context, tracing Bangladesh's origins from the 1971 Liberation War when East Pakistan (now Bangladesh) fought for independence from West Pakistan, resulting in genocide that killed an estimated three million people. Dr. Yasmin explains how this history continues to shape contemporary politics, including emotional debates over justice and national identity.Dr. Yasmin also addresses the selection of Muhammad Yunus as interim leader, describing how the Nobel Peace Prize winner's global credibility and pioneering work in microcredit made him an acceptable figure to unite a divided nation. She discusses both the promise and challenges of his leadership, including concerns about whether the interim government can remain truly neutral given that many of its coordinators are former student protesters.Dr. Yasmin challenges Western misconceptions about Bangladesh, emphasizing the nation's resilience, innovation in climate adaptation, economic progress, and warm hospitality.👉 Follow us on X, @IndoPacPodcast👉 Follow Ray on X, @GordianKnotRay👉 Follow Jim on LinkedIn👉 Sponsored by BowerGroupAsia
In this insightful podcast episode, senior U.S. defense analyst Andrew Jensen joins hosts Ray Powell and Jim Carouso to break down cognitive warfare—the Chinese Communist Party's (CCP) key tactic for shaping perceptions, decisions, and narratives to achieve strategic goals without traditional military conflict. Leveraging his deep knowledge of Sino-Russian relations and information operations, Jensen explores how cognitive warfare targets human thought processes before, during, and after battles. Discover why the CCP invests heavily in these methods, drawing from its revolutionary history, and how they play out in the Indo-Pacific region, including the South China Sea, Taiwan, and beyond.Jensen defines cognitive warfare as the strategic manipulation of how individuals, adversaries, and societies think and perceive reality. Unlike the cyber domain's focus on "down code" (technical infrastructure), cognitive warfare operates on the "up-code" of human cognition to preempt and control battlefields. The CCP deploys this through its "Three Warfares" doctrine: public opinion warfare (crafting narratives), psychological warfare (influencing morale and self-perception), and legal warfare (exploiting international rules for advantage). These tactics blur together, with roots in early CCP strategies to dominate discourse and erode opposition.In South China Sea disputes, narrative warfare pushes CCP sovereignty claims like the nine-dash line to overshadow competing views, while psychological warfare boosts national pride through initiatives like tourist cruises to disputed islands. Legal warfare selectively ignores rulings, such as the 2016 arbitral decision, and enforces unilateral zones to confuse global norms and intimidate neighbors like the Philippines and Vietnam. Examples include one-sided environmental declarations in contested waters, which validate claims for Chinese audiences and heighten regional tensions.Beijing masterfully targets societal fissures in open societies, amplifying issues like U.S. military bases in Okinawa or political divides in the Philippines and Taiwan via social media bots and fake accounts to create doubt without direct attribution. In Taiwan, after the overt backing of the pro-unification Kuomintang backfired and strengthened the independence-focused Democratic Progressive Party, the CCP pivoted to covert co-optation of figures like retired officers. In Southeast Asia, these efforts aim to erode U.S. and Quad influence, positioning China as the region's natural leader while aligning with domestic nationalist narratives.Jensen recommends countering by injecting diverse perspectives into China through private media, culture, and soft power—outshining overt tools like Voice of America. For the U.S. and allies, building information resilience, avoiding adversarial mirror imaging, and cultivating critical thinking are essential to dismantle CCP narrative dominance.👉 Follow us on X, @IndoPacPodcast, LinkedIn, or Facebook👉 Follow Ray on X, @GordianKnotRay, or LinkedIn👉 Follow Jim on LinkedIn👉 Sponsored by BowerGroupAsia, a strategic advisory firm that specializes in the Indo-Pacific
Episode 110 features Isaac Kardon, Senior Fellow for China Studies at the Carnegie Endowment for International Peace and author of "China’s Law of the Sea: The New Rules of Maritime Order." Kardon joins hosts Ray Powell and Jim Carouso to discuss how China uses domestic law, coast guard operations, and strategic ambiguity to reshape international maritime norms - especially in the South and East China Seas and the Yellow Sea.China’s Approach to Maritime Law: Kardon explains that China’s participation in international treaties, such as UNCLOS, differs fundamentally from rule-of-law societies like the U.S. Rather than constraining itself, China uses treaties as instruments for political and strategic advantage, showing significant flexibility in interpretation and enforcement.Global Impact of Indo-Pacific Maritime Order: The Indo-Pacific isn’t just a regional issue - what happens there affects global trade, technology supply chains, and the daily lives of people worldwide. The COVID pandemic and events like the Ever Given incident in the Suez Canal reveal the fragility of maritime order, making disruptions to the global order dangerous for prosperity and peace.Frictions in the South China Sea: China’s ratification of UNCLOS presented challenges, notably the framework that limits China’s ability to claim “historic” zones like the “nine-dash line.” Despite arbitration rulings against Chinese claims, China responds in ways that undermine the effectiveness of international mechanisms, often using ambiguous claims and building capacity to assert control regardless of legal setbacks.Law, Power, and Regional Responses: The episode highlights the contrast between the legalistic approaches of “cricket-playing nations” and China’s more instrumental use of law. Small states in the region rely on legal frameworks for protection, but China’s power allows it to bend or contest those rules.Recent Developments: China has expanded its exclusion zone around Scarborough Shoal and used environmental pretext to assert control, demonstrating a pattern of using lawfare as a tool for broader strategic objectives.Future Directions: The discussion covers the gridlock over the ASEAN-China Code of Conduct process, the decline of sentimentality about U.S. leadership in maritime law, and the general skepticism about international law’s ability to constrain powerful states. The hosts discuss the potential for the Indo-Pacific maritime disputes to become the setting for geopolitical drama, involving all facets from local fishermen and coast guards to great power competition.Kardon argues that China’s lawfare bolsters its capabilities: strength and presence on the water matter just as much, if not more, than legal arguments. He describes the situation as “possession is nine-tenths of the law”—a reality that smaller states cannot match with mere legal claims.Policy Takeaways: International law matters less when powerful states refuse to be constrained. China’s approach threatens regional cooperation and legal consistency.The episode calls for listeners to recognize how Indo-Pacific maritime order shapes global stability, trade, and strategic realities - and provides both practical insights and a thought-provoking narrative, encouraging listeners to see Indo-Pacific maritime disputes not just as legal questions but as complex dramas involving power, law, and the future of global cooperation.👉 Visit Isaac's web site, or follow him on X, @IBKardon👉 Sponsored by BowerGroupAsia, a strategic advisory firm that specializes in the Indo-Pacific
In this episode, China scholar David C. Kang joins Ray Powell and Jim Carouso to discuss his recent Foreign Affairs article, “What China Doesn’t Want”, which argues that Beijing's geostrategic ambitions are much more limited than Washington's foreign policy establishment believes. Kang challenges the prevailing consensus that China seeks regional hegemony and global primacy, arguing instead that China's aims are narrower, more domestic, and more status quo than commonly assumed.​A contrarian perspective on China's intentions: Kang and his co-authors analyzed approximately 12,000 Chinese articles and hundreds of Xi Jinping speeches, concluding that systematic analysis reveals China's priorities are internal stability and Taiwan, not global domination or territorial conquest of neighboring states.​The debate over regional threat perceptions: While Kang argues that countries like Vietnam, South Korea, and Japan view China more pragmatically than Washington does, the hosts push back with examples of regional maritime tensions, arguing that frontline states see China as a more serious threat than Kang credits.​Taiwan as the central flashpoint: All three agree China prefers a "boa constrictor" strategy of gradual pressure over military invasion, but disagree on how to interpret low-probability war risks and whether recent U.S.-Taiwan moves constitute status quo changes.​Gray-zone success and maritime expansion: Powell argues China is the 21st century's most successful maritime expansionist power, achieving objectives through gray-zone and political warfare in the South China Sea, East China Sea, and Yellow Sea without conventional war.​The South China Sea disputes: The conversation explores China's aggressive island-building and exclusion zones around Scarborough Shoal, with Kang acknowledging these as serious issues but distinguishing them from existential threats that would trigger regional wars.​Regional balancing vs. living with China: Kang contends Southeast Asian nations focus on "how to live with China" rather than preparing for war or joining containment coalitions, while the hosts draw on their experiences in diplomatic posts to argue that these countries privately seek American presence as a critical counterbalance.​Methodology matters: Kang defends his systematic analysis of Chinese rhetoric against accusations of cherry-picking, arguing that scholars must distinguish between propaganda, sincere statements, and observed behavior—and that critics often cherry-pick quotes themselves.​War probabilities and deterrence: Even if China's intention to fight over Taiwan is low, the hosts emphasize that even 10-20% odds of catastrophic war demand serious deterrence planning and military readiness.​👉 Follow David Kang on X, @DaveCKang👉 Follow us on X, @IndoPacPodcast, or LinkedIn👉 Follow Ray on X, @GordianKnotRay, or LinkedIn, or check out his maritime transparency work at SeaLight👉 Follow Jim on LinkedIn👉 Sponsored by BowerGroupAsia
In Ep. 108, Ray Powell and Jim Carouso interview CNN Tokyo correspondent Hanako Montgomery about the historic election of Sanae Takaichi as Japan's first female prime minister, exploring her background, conservative policies, and the geopolitical challenges she faces amid rising regional tensions and domestic economic woes. The discussion highlights Takaichi's rise: how she broke through Japan's traditional patriarchal barriers, and how she will navigate its complex domestic politics and the rapidly changing Indo-Pacific geostrategic picture.Sanae Takaichi, formerly the economic security minister, emerged as Japan's fourth prime minister since Shinzo Abe's 2020 departure, marking a milestone as the country's first woman in the role despite Japan's low G7 ranking in gender parity. Unlike many politicians who come from dynasties, her background includes a TV anchor career in the mid-1990s, where she discussed politics and society, while her parents were a police officer and a car company worker. Known for her colorful personality (including a love for motorcycles and heavy metal music), she is a self-described workaholic and Abe protégé, advocating conservative stances like revising Japan's pacifist constitution, boosting defense spending to 2% of GDP, and opposing same-sex marriage.Takaichi's election comes during a period of turmoil for the ruling Liberal Democratic Party (LDP), which lost its parliamentary majority in recent elections amid scandals like unreported slush funds and ties to controversial groups linked to Abe's assassin. The long-dominant LDP now relies on a new coalition, creating an identity crisis between its conservative roots and younger reformers. Her "Sanaenomics"--looser fiscal policies, increased government spending, and inflation relief via billions in subsidies for household items--differs from Abenomics but faces hurdles from her coalition's fiscally conservative views and Japan's demographic crisis, including low birth rates and immigration crackdowns. Markets reacted positively with the Nikkei 225 hitting records post-election, but the yen also weakened, signaling investor excitement tempered by fiscal risks.Takaichi inherits a fraught Indo-Pacific landscape, with her hawkish views on China, including criticisms of its militarization, espionage by Chinese residents, and even ugly tourist behavior, drawing Beijing's ire via state media warnings that Japan is at a "crossroads." Her April Taiwan visit, pushing defense and economic ties without U.S. centrality, has heightened tensions, though economic interdependence may prompt pragmatic diplomacy during upcoming APEC and ASEAN meetings.Takaichi previously vowed female representation in her cabinet but appointed only two women, emphasizing qualifications over gender in a male-dominated field, surprising some observers. Comparisons to Margaret Thatcher abound for her symbolic strength as a first female leader; however, there are policy differences between the two.Takaichi's tenure could reshape Japan's role amid uncertainties about U.S. commitment and China's assertiveness in areas such as the Senkaku Islands, Taiwan, and the South China Sea, with public support growing for constitutional revision and defense hikes due to perceived threats. Her success hinges on economic delivery--tackling inflation and wages--while balancing alliances.👉 Follow Hanako on X, @HanakoMontgome1👉 Follow Ray on X, @GordianKnotRay👉 Follow Jim on LinkedIn👉 Sponsored by BowerGroupAsia
In this episode, acclaimed Filipino filmmaker Baby Ruth Villarama joins Ray Powell and Jim Carouso to discuss her documentary, "Food Delivery: Fresh from the West Philippine Sea"—a film Beijing tried repeatedly to block inside the Philippines and internationally. Villarama shares her perspective on the struggle of Filipino fisherfolk and defenders facing intimidation on the region’s contested waters, and how their experience holds urgent lessons for food security, truth, and sovereignty across the Indo-Pacific.A story bigger than borders: Villarama frames the West Philippine Sea not merely as a local dispute, but as a global issue involving food security and human dignity—where what happens to Filipino fishermen and their defenders ripples far beyond the region.Courage and resistance on the water: Her documentary spotlights Arnel Satam, whose David-versus-Goliath confrontations with China’s bullying paramilitary vessels epitomize the bravery and resolve of ordinary Filipinos under threat.Suppressed but not silenced: Repeated efforts to ban and discredit the documentary—in Manila and abroad—reflect real-world campaigns to silence stories that threaten powerful interests, but these actions have also served to attract even more attention and support.Funding and independence: Villarama explains how her team navigated the challenges of independent filmmaking in the Philippines, relying on grassroots backing and remaining free from government support, thus reinforcing the film’s authenticity and local perspective.Solidarity and the Streisand effect: She notes that pushback from China and “silent treatment” at home only amplified interest; acts of censorship drew more eyes and allies.Beyond politics—human connections: Villarama emphasizes that the heart of the story is about protecting livelihoods, identity, and the truth itself. She advocates seeing the sea as something that connects, not divides, and urges mutual respect between neighbors.Military and daily life on the edge: The film, as described by Villarama, captures the harsh realities of Filipino military postings on remote outposts, documenting both logistical struggles and profound patriotism that contrasts sharply with China's well-supported installations.Expanding the narrative: Despite obstacles, Villarama shares that “Food Delivery” has screened at over 80 venues, launched an Oscar campaign, and plans to continue sharing the fisherfolk's story worldwide—inviting communities everywhere to reflect on their own fight for truth and home.Takeaway message for global audiences: According to Villarama, defending truth and dignity is everyone’s responsibility: when one story is lost, the world’s humanity is diminished. She calls on viewers to see themselves in the struggle and to protect our “one sea, one world” for the sake of all.👉 For screening details, follow “Food Delivery: Fresh from the West Philippine Sea” on Facebook and Instagram👉 Follow us on X, @IndoPacPodcast, or LinkedIn👉 Follow Ray on X, @GordianKnotRay👉 Follow Jim on LinkedIn👉 Sponsored by BowerGroupAsia
Veteran journalist Eric Olander, editor-in-chief of the China Global South Project, joins hosts Ray Powell and Jim Carouso to unpack how China’s economic rise is remaking alliances and perceptions throughout the Global South, and assesses the real stakes for prosperity and stability as competition intensifies.China is setting new international standards: As U.S. influence recedes, China’s growing economic power is shifting global norms in technology, governance, and more.Global South nations seek stability, not ideology: According to Olander, most countries in the region prioritize practical gains and development models, finding appeal in China’s modernization without Westernization.Leadership contested: China, India, and Indonesia are among the Indo-Pacific’s competitors for influence as champions of the Global South, but no single country truly “leads”; instead, nations want self-determined prosperity.Concerns about Chinese power are real but muted: Territorial disputes matter, but most regional players hedge by forging new partnerships—like Japan and the Philippines—while doubting U.S. reliability.The “debt trap myth”: Olander believes Chinese lending is generally profit-driven, not a conspiracy to seize strategic assets; governance failures, not Chinese ambition, explain crises like Sri Lanka’s Hambantota Port.China’s economic model is both a boon and a barrier: While cheap Chinese exports drive growth, they also make it harder for poorer countries to move up the value chain.Digital and surveillance technology goes global: Olander says that China exports electronic surveillance tools widely, but so do other nations; countries choose models that fit their own priorities around sovereignty and economic development.Rivalries today differ from the Cold War: The U.S.–China competition is less binary than the U.S.–Soviet rivalry of the past, with most Global South leaders aiming for balanced relationships rather than forced choices.Latin America’s ties with China are deepening: Resources, markets, and political influence flow in both directions, shaping the region and U.S. trade policy.Olander’s unique view is that, beyond power politics or ideology, China’s appeal in the Global South rests on its ability to deliver tangible improvements without imposing its values. He highlights how these countries view great power engagement not as a zero-sum rivalry, but as an opportunity to chart their own paths to modernization and stability.👉 Follow Eric Olander on LinkedIn or X, @eric_olander, or visit the China Global South Project. 👉 Follow us on X, @IndoPacPodcast, LinkedIn👉 Follow Ray Powell on X, @GordianKnotRay, or LinkedIn, or check out his maritime transparency work at SeaLight👉 Follow Jim Carouso on LinkedIn👉 Sponsored by BowerGroupAsia
North Korean defector and human rights advocate Timothy Cho joins hosts Ray Powell and Jim Carouso for a deeply personal account of his life in and escape from North Korea. He recounts his childhood poverty, four imprisonments, harrowing escape, and ultimate rescue that finally brought him to freedom. His story reveals North Korea's total information control, systemic persecution, and brutal detention conditions, while also highlighting the power of compassion, civil society, and diplomacy to intervene.Total information blackout: North Korea remains the only country without internet, cross-border communication, or social media—25 million people completely isolated from the outside world.Childhood indoctrination and famine: Timothy grew up worshiping the Kim family from infancy. His parents fled the country during the starvation that swept the country in the 1990s, which led him to being labeled "enemy class" for their defection.First escape and capture: After crossing the river into China, Timothy experienced shock at the open markets and fashionable clothes he saw there. However, he fled in terror from Christian missionaries who wanted to help, as he had absorbed many years of propaganda that painted religion as barbaric.Prison hell: After he was arrested at the Mongolian border, Timothy was sent to North Korean detention cells so overcrowded that detainees couldn't lie down. He witnessed death, torture, forced abortions, and other traumas that left him deeply scarred.Second crossing: Assisted by his grandmother to escape a second time, he was wrapped in plastic for another river crossing into China, where he found unexpected help from strangers.Rescue: After a 13-year-old student's email sparked international media coverage of the plight of North Korean refugees, public protests and diplomatic pressure led China to deport Timothy and eight others to the Philippines.Today's advocacy: Today Timothy serves as Secretariat of the UK All-Party Parliamentary Group on North Korea, speaking at the UN and urging sustained attention to the "voiceless" millions under DPRK repression.North Korea's unique isolation underpins mass repression through complete information control. The regime punishes families of defectors, while detention is often lethal by design. However, civil society and diplomatic action can save lives—one student's message triggered multilateral intervention. Of 34,000 estimated escapees, most remain fearfully silent to protect themselves and loved ones still inside.👉 Follow Timothy Cho on LinkedIn and Instagram👉 Follow us on X, @IndoPacPodcast, LinkedIn, or BlueSky👉 Follow Ray Powell on X, @GordianKnotRay, or LinkedIn, or check out his maritime transparency work at SeaLight👉 Follow Jim Carouso on LinkedIn
In this compelling episode, hosts Ray Powell and Jim Carouso interview Shannon Brandao – attorney, Mandarin speaker, and founder of the China Boss Substack – to explore China's expanding influence even as America appears to turn inward. Broadcasting from Europe, Brandao delivers her unique insights on Chinese Communist Party strategy, economic challenges, and geopolitical ambitions.Brandao emphasizes that perception easily becomes reality, in that when America appears to withdraw, China seizes opportunities to expand influence through economic leverage and promises of stability. This directly impacts Indo-Pacific supply chains controlling critical minerals, batteries, and essential products that Americans depend on daily.Rejecting claims that China seeks only regional stability, Brandao explains that the Chinese Communist Party operates from a paranoia that requires control to ensure regime survival. Under Xi Jinping, ruling "red aristocrats" fear vulnerability to external powers, and even successful Chinese entrepreneurs like Jack Ma, leading to enterprise nationalization and tight party control over innovation.While China faces economic headwinds, including debt, demographic challenges, and declining GDP, Xi Jinping has successfully modernized the military. Still, China's unreliable economic statistics mask systemic problems, with Communist Party interference undermining potential innovation, even despite a tremendous national talent base.China exercises strength in strategic sectors—solar panels, batteries, electric vehicles, shipbuilding, and artificial intelligence—through massive subsidies, but this creates a chronic overcapacity problem. Local government subsidies benefit politically connected firms like Huawei, creating quasi-monopolies across industries: steel, aluminum, cement, telecom gear, plastics, fertilizers, construction equipment, etc. Endemic corruption further dilutes programs, with billions disappearing from AI innovation funds.Companies attempting to leave China face complex challenges. When signaling departure, employees report to Party and government officials, triggering shakedowns through exit bans and extortionate demands. Recent surveys show companies staying but withholding investment and hedging elsewhere. For firms that do leave, repatriating profits and protecting intellectual property depends entirely on relationships with local government officials.Asked for what advice she would give to President Trump before meeting Xi Jinping at the upcoming APEC Summit, Brandao warns that Xi will use flattery while masking the geopolitical reality, and that failing to press American interests in the Indo-Pacific creates vacuums China eagerly fills.👉 Follow the “China Boss” Shannon Brandao on LinkedIn or on her Substack👉 Follow us on X, @IndoPacPodcast, or LinkedIn👉 Follow Ray on X, @GordianKnotRay, or LinkedIn👉 Follow Jim on LinkedIn👉 Sponsored by BowerGroupAsia, a strategic advisory firm that specializes in the Indo-Pacific
In this special, in-person episode, host Ray Powell sits down with James Minnich, professor at the Daniel K. Inouye Asia-Pacific Center for Security Studies and editor of the Center’s new book Edge of Competition: Disruption, Division, and Competition in the Indo-Pacific. Recorded in APCSS’ studios in Hawaii, they dive deep into the region's most pressing geopolitical challenges, exploring how disruption, division, and competition are reshaping global security and economics.James shares insights from the book, highlighting why the Indo-Pacific matters to everyone—from Taiwan Strait tensions and South China Sea disputes to the rise of multipolar dynamics involving China, the US, India, and ASEAN. They discuss whether we’ve reached "peak China," globalization's double-edged sword, ASEAN centrality, spheres of influence and the need for narrative warfare to counter malign influence operations. Plus, James recounts a story from his time at the UN Command Military Armistice Commission in South Korea, blending negotiation tactics with real-world security operations.Whether you're tracking US-China relations, maritime security in East Asia, or broader Indo-Pacific geopolitics, this episode unpacks the ongoing disruptions that are already impacting global trade, technology, and stability. Don't miss this expert analysis on Taiwan, Korean Peninsula security, and strategies for resilience in a competitive world.Key Topics Covered:Disruption in the Indo-Pacific: Peak China debates, Taiwan's semiconductor dominance, and globalization's risks.Division and Multipolarity: India's role, ASEAN communities of interest, and the pitfalls of spheres of influence.South China Sea escalations, South Korea's strategic clarity, and commanding the narrative against political warfare.Mastering the clock, weaponizing resilience, and proactive information strategies.👉 Follow us on X, @IndoPacPodcast, LinkedIn, or BlueSky👉 Follow Ray Powell on X, @GordianKnotRay, or LinkedIn, or check out his maritime transparency work at SeaLight👉 Follow Jim Carouso on LinkedIn👉 Sponsored by BowerGroupAsia, a strategic advisory firm that specializes in the Indo-Pacific
In this thought-provoking episode, we're joined by renowned Silicon Valley entrepreneur and defense reform advocate Steve Blank in a sweeping conversation on Pentagon innovation, the U.S.-China technological rivalry, and what it takes for democracies to outpace authoritarian competitors.Key Highlights & Takeaways:Diagnosing U.S. Innovation Stagnation: Steve dissects why the once dominant U.S. defense sector, long-dominated by the big “primes”, got overtaken by bureaucratic inertia—contrasted with China’s highly focused whole-of-nation approach. He examines how factors such as lobbying, revolving doors, and outmoded acquisition systems have played their parts in hampering adaptation to new threats.Hacking for Defense Origins: Steve unpacks how the “get out of the building” lean startup method moved from Silicon Valley to challenging national security problem-solving, birthing the global Hacking for Defense movement that started at Stanford but is now in dozens of universities worldwide.From “Innovation Theater” to Outcomes: The conversation critiques the proliferation of “incubators” unconnected to real acquisition, and highlights how meaningful reform only comes when new tech is linked to actual defense deployment.What’s Changing: Blank describes major reforms currently underway under the new Trump Administration: scrapping legacy acquisition hurdles, empowering innovation-focused leadership, expanding the Defense Innovation Unit, and setting new strategic priorities.Politics and Semiconductors: Steve provides a unique take on the CHIPS Act, Taiwan’s semiconductor leverage, and the evolution of U.S. “industrial policy” as exemplified by the U.S. government’s taking of a direct stake in the Intel Corporation.Practical Advice: Steve and the hosts help surface actionable lessons: embrace private-sector speed, connect innovation directly to field outcomes, and learn from adversaries who now copy America’s best ideas and occasionally outpace them.SeaLight Targeted by Beijing: Steve and Ray banter about how Ray’s innovation project inspired by Hacking for Defense blossomed into the SeaLight phenomenon, and how its success in illuminating China’s “gray zone” activities got both of them targeted by Beijing’s propaganda machine.This essential episode illuminates how democracies can survive and thrive amid global tech rivalry, and what must change if the U.S. hopes to remain a leader in security and defense innovation.👉 Follow Steve Blank at his website👉 Follow us on X, @IndoPacPodcast, or LinkedIn👉 Follow Ray Powell on X, @GordianKnotRay, or LinkedIn, or check out his maritime transparency work at SeaLight👉 Follow Jim Carouso on LinkedIn👉 Sponsored by BowerGroupAsia, a strategic advisory firm that specializes in the Indo-Pacific
In this critical episode, host Jim Carouso welcomes two leading experts on the Australia-UK-US (AUKUS) agreement to examine whether the landmark trilateral security partnership can deliver on its promises four years after its launch. Charlie Edel, inaugural Australia Chair at the Center for Strategic and International Studies (CSIS), and Abe Denmark, senior fellow at CSIS and a former DOD official who helped implement AUKUS, join to discuss their new report, "The AUKUS Inflection: Seizing the Opportunity to Deliver Deterrence."The conversation dives deep into five fundamental challenges threatening AUKUS’ success:• Submarine production bottlenecks plague the U.S. industrial base, with maintenance backlogs keeping 25% of attack submarines out of the water. • Sovereignty questions have emerged as Washington reportedly seeks Australian operational commitments for future contingencies. • Australia faces the massive challenge of building a nuclear submarine workforce from scratch—requiring 20,000 new skilled workers in a country with virtually no civilian nuclear industry.• AUKUS “Pillar 2” technology cooperation lacks focus and marquee deliverables despite bureaucratic progress on export controls and information sharing.•⁠⁠ Timeline pressures mount as critics question whether AUKUS capabilities will arrive too late for current deterrence needs, with Australian submarine construction not beginning until 2040.The experts propose concrete solutions: appointing AUKUS special representatives reporting directly to leaders in all three countries; creating an AUKUS visa system for seamless researcher mobility; establishing trilateral congressional oversight mechanisms; producing annual progress reports for transparency and accountability; and concentrating Pillar 2 efforts on autonomy, long-range strike and integrated missile defense rather than spreading resources across quantum computing and other emerging technologies that lawmakers struggle to understand.Denmark emphasizes that AUKUS should be viewed as additive rather than subtractive to existing capabilities, with Australian maintenance facilities and industrial contributions helping get more U.S. submarines operational faster. The discussion also touches on recent diplomatic engagements, including Australian Deputy Prime Minister Richard Marles' meetings in Washington amid ongoing U.S. reviews of the partnership.Both experts stress that while AUKUS faces significant implementation challenges, failure would damage U.S. credibility, weaken deterrence, and embolden adversaries. Success requires immediate course corrections, increased funding, and sustained political commitment across all three democracies to deliver meaningful capabilities for Indo-Pacific security.👉 Follow us on X, @IndoPacPodcast, LinkedIn, or BlueSky👉 Follow Jim on LinkedIn👉 Follow Ray Powell on X, @GordianKnotRay, or LinkedIn, or check out his maritime transparency work at SeaLight👉 Sponsored by BowerGroupAsia, a strategic advisory firm that specializes in the Indo-Pacific.
In the milestone 100th episode of "Why Should We Care About the Indo-Pacific?", co-hosts Ray Powell and Jim Carouso celebrate their podcast’s century mark with a fast-paced, insightful, and at times humorous look back at some of their most memorable moments, guests, and listener interactions. Without a guest this week, Ray and Jim turn the spotlight on themselves, their audience, their incredible slate of past guests, and a region that keeps changing the strategic map.The hosts set the tone for a reflective and dynamic show, diving into listener emails and social media comments that illustrate the podcast’s loyal following from locations across the globe. Ray and Jim revisit some of the most interesting, provocative, quirky and timely lines from prior guests--including former US National Security Advisor H.R. McMaster, U.S. Pacific Air Forces Commander General Kevin Schneider, former Australian Prime Minister Malcolm Turnbull, President Surangel Whipps of Palau, former U.S. Indo-Pacific Command Commander Admiral Phil Davidson, and sitting Philippine Secretary of Defense Gilbert “Gibo” Teodoro--challenging each other to recall who said what and why those remarks matter in today’s Indo-Pacific landscape.A central theme is the evolving nature of U.S. strategy, from discussions of "spheres of influence" and the shift in national security focus to debates over U.S. credibility and engagement in regions beyond the Indo-Pacific. The hosts analyze how once-standard priorities such as the rules-based order and extended U.S. presence are now questioned domestically and abroad. Listener comments prompt discussion of perceptions of America across the region, concerns over interference, and the shifting balance of great power influence. The episode highlights President Whipps’ steadfast support for Taiwan in the face of Chinese economic inducements--a striking example of Indo-Pacific agency and risk-taking in the current geopolitical climate.Memorable moments include insights from Secretary Teodoro on the critical role of the rules-based order for smaller states, self-deprecating tales of military karaoke anxiety from General Schneider, and a glancing critique of U.S. foreign policy “whiplash,” recalling both Afghanistan and Vietnam withdrawals. The podcast’s ability to draw high-profile guests and engage in candid, sometimes irreverent dialogue is evident as the hosts reminisce. Woven through the humor and storytelling is a serious undercurrent about U.S. credibility, PRC aggression, alliance management, and the centrality of the Indo-Pacific in global affairs.The hosts close with tributes to listeners, their inimitable producer, Ian Ellis-Jones, and their gratitude for reaching 100 episodes amidst rapidly growing listenership--now surpassing 40,000 subscribers across all platforms. As always, we encourage feedback and celebrate our incredible audience, and promise to continue featuring the perspectives and stories that matter most to Indo-Pacific watchers.👉 Follow us on X, @IndoPacPodcast, or LinkedIn👉 Follow Ray Powell on X, @GordianKnotRay, LinkedIn, or check out his work at SeaLight👉 Follow Jim Carouso on LinkedIn👉 Sponsored by BowerGroupAsia
In this compelling episode, co-hosts Ray Powell and Jim Carouso welcome lead global security analyst for Washington Post Intelligence Josh Rogin, who explores the escalating tensions and complexities behind the dramatic recent breakdown in U.S.-India relations. The episode zeroes in on the significant diplomatic and very personal rift that has emerged between the two leaders, Donald Trump and Narendra Modi, and unpacks the broader strategic implications for Indo-Pacific stability.Rogin gives a reporter’s analysis of the core issues driving the U.S.-India split, including Prime Minister Modi’s recent trip to Beijing for meetings with some of America’s biggest rivals. This shift signals India’s resistance to U.S. pressure for a trade deal it deems unfavorable. Despite Modi’s previous close rapport with President Trump, contentious issues—such as Trump’s tariff threats and bold proclamations about his role in India's recent conflict with Pakistan—have frozen negotiations and strained bilateral ties to the breaking point.The discussion highlights the internal U.S. political dynamics behind the breakdown, pointing out the absence of India experts in the president’s inner circle and the dominance of transactional diplomacy focused on short-term deals rather than sustained strategic partnerships. Rogin emphasizes that the rupture is deeply personal between Trump and Modi, with consequences extending beyond bilateral relations to affect the entire Indo-Pacific geopolitical landscape.Listeners gain valuable insights into how tariff policies, trade conflicts, and diplomatic miscommunications have undermined 25 years of efforts to integrate India more closely with Western alliances. The episode also examines how this strain jeopardizes multilateral cooperation frameworks like the Quad, complicating efforts to present a united front against China’s growing influence in the region.The hosts take advantage of Josh’s long experience covering Japan to explore Tokyo’s leadership challenges in sustaining regional cooperation within the Quad framework and balancing domestic political pressures with larger strategic goals.This episode delivers a nuanced and timely examination of why the U.S.-India relationship is vital for Indo-Pacific security, trade, and diplomacy—the potential unraveling of which could have profound global repercussions. Ideal for policy experts, business leaders, and anyone interested in international relations, this episode offers a thoughtful analysis of the personal, political, and strategic forces shaping the future of U.S.-India ties and the broader Indo-Pacific region.Tune in for an engaging conversation that unpacks the personal disputes and political complexities defining one of the most critical alliances of the 21st century.👉 Follow Josh Rogin on X, @joshrogin, or on LinkedIn👉 Follow Ray Powell on X, @GordianKnotRay, or LinkedIn👉 Follow Jim Carouso on LinkedIn👉 Sponsored by BowerGroupAsia
In this deep-dive episode, Ray Powell and Jim Carouso are joined by Matthew Zolnowski, former Special Advisor at the U.S. Department of Defense and President of Greyfriars LLC, for an expert exploration of critical minerals and rare earth elements in the context of U.S.-China strategic competition. As tensions escalate in the Indo-Pacific, they examine why these "rocks" are essential building blocks for both military weapon systems and the civilian economy.Critical Minerals vs. Rare Earths: Understanding the DifferenceMatt breaks down the distinction between critical minerals (50+ commodities spanning the periodic table from antimony to zirconium) and rare earth elements (those mysterious bottom rows of the periodic table you never had to learn). He explains China's dominant position in heavy rare earth processing, particularly for permanent magnets used in defense applications, while noting that light rare earths like cerium and lanthanum—used in petroleum refining and glass polishing—remain more accessible from domestic sources like California's Mountain Pass mine.Stockpiling, Strategy, and Supply Chain VulnerabilitiesThe discussion reveals concerning gaps in U.S. defense procurement, including how electronic components bypass normal sourcing requirements, allowing Chinese rare earth magnets into submarines through hard drives, while direct magnet purchases require allied sourcing. Zolnowski details the $2 billion stockpile expansion and explains how stockpiles "buy time" rather than widgets—bridging the gap between crisis onset and Defense Production Act responses.Industrial Policy vs. Market ForcesRay and Jim probe the tension between America's traditional free-market approach and emerging industrial policy, examining deals like the MP Materials contract with its $150 million heavy rare earth separation line and EBITDA guarantees. Matt argues this represents uncharted territory, fundamentally breaking with traditional government-industry relationships as the U.S. grapples with China's strategic dominance in processing and price manipulation.Australia, Allies, and Alternative StrategiesThe hosts explore why U.S.-Australia collaboration on critical minerals has remained limited despite Australia's "periodic table on a plate" capabilities, with Zolnowski noting regulatory barriers that only recently opened Defense Production Act eligibility to Australian companies. He advocates for commodity-specific strategies rather than broad critical minerals policies, suggesting successful models like heavy mineral sands operations that diversify beyond single-commodity dependence.👉 Follow us on X, @IndoPacPodcast, LinkedIn, or BlueSky👉 Follow Ray Powell on X, @GordianKnotRay, or LinkedIn, or check out his maritime transparency work at SeaLight👉 Follow Jim Carouso on LinkedIn👉 Sponsored by BowerGroupAsia, a strategic advisory firm that specializes in the Indo-Pacific.
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Comments (2)

Jeff B

biased much?

Jul 11th
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Carol Lawrence

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Nov 4th
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