Why China's mineral monopoly can still be broken

Checkout our advertising sponsor the Economist and get access to global coverage at an exclusive 35% discount at https://economist.com/moneymacro Further reading mentioned in the video: China is using America’s own trade weapons to beat it: https://www.economist.com/briefing/20... China’s power over rare earths is not as great as it seems: https://www.economist.com/interactive... Why China is winning the trade war: https://www.economist.com/leaders/202... If you appreciate the research, consider buying me a 'coffee' at https://ko-fi.com/moneymacro or supporting long-term for membership benefits via:   / moneymacro   WANT AN IN-DEPTH INDUSTRIAL POLICY MASTERCLASS? △ https://school.moneymacro.net/p/indus... LIKE CHATTING ECON WITH ME? △ Follow me on Twitter:   / joerischasfoort   △ Follow me on LinkedIn:   / joeri-schasfoort   △ I have a private Discord server for Senior and Chief economist Patrons / members. SOURCES: I've linked my sources in the blog that goes along with this video. Links are in the text. https://www.moneymacro.rocks/2025-12-... Timestamps: 00:00 Intro 02:11 Why are critical minerals are so important? 05:53 China’s monopoly 11:15 Why is China winning? 12:15 How should the west respond? 16:45 Conclusion and Sponsor Attribution: Music by Epidemic Sound: http://nebula.tv/epidemic Thank you to AP Archive for access to their archival footage. Stock footage and others clips by Getty Written by Dr. Joeri Schasfoort Edited by Natalia Karpacz How China checkmated Western economies China's most dangerous economic weapon & how the West can respond Can the West still counter China's mineral monopoly?