The Key is Heavy Rare Earths with Jason Bedford
Update: 2025-10-21
Description
Francesca Ghiretti speaks with Jason Bedford, Visiting Senior Research Fellow at the East Asian Institute, National University of Singapore. In his paper RARE EARTHS AND INDUSTRY: WHY DEPENDENCE ON CHINA ENDURES, Jason explores the details of China's REE leverage. In this episode, we unpack why the difference between heavy and light REE matters and stands at heart of China's ability to impose painful export controls.
Apologies for the audio quality, I had a cold.
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