Ep 35 - How much dependence on China is too much?
Update: 2025-08-23
Description
China's export controls on rare earth elements have exposed major US supply chain vulnerabilities.
Now the US is scrambling to plug the holes – and China is working to maintain its leverage.
- The big question is: how far will each side go in these efforts?
In this podcast, Trivium Co-founder Andrew Polk and Cory Combs, Head of Critical Mineral and Supply Chain Research, take stock of China's maturing export controls, the evolving US response, and where this all leads.
They break down:
- What China is doing to bolster its leverage
- Where the US side's response is succeeding and failing
- What a stable end-state might be for global manufacturing supply chains – balancing the upsides and downsides of Chinese supplies
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