Ep 369 | Rare Earths, National Security, and Investment Plays
Update: 2025-11-06
Description
China’s grip on rare-earth refining poses a strategic risk to U.S. defense and technology, but new American capacity and allied projects are accelerating. Kevin Freeman and Rod Martin outline policy shifts, emerging processing hubs, and the geopolitical pressures reshaping supply chains from Afghanistan to Australia. Explore key companies, ETFs, and regions positioned to benefit as the U.S. rebuilds refining and magnet production. Learn how liberty-, security-, and values-focused investing aligns with critical materials independence.
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