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Rebuilding the American Industrial Base, Rare Earths Edition

Released on Patreon on July 1, 2025

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American reindustrialization was always going to be painful process, but there were several ways to soften that blow; the biggest of which was our trade relationship with China. At least, it was.

The tariff situation that began in April soured our relationship with the Chinese. Since then, they’ve halted exports of rare earth magnets, a crucial component in…well, basically everything important. A quick disclaimer/history lesson: rare earths aren’t all that rare, they’re just difficult and time-consuming to extract. The Chinese subsidized the sector beginning back in the 80s and made it illogical for anyone else to try and compete. Hence China’s dominance in this field.

Now, the Chinese are dangling that rare earth carrot in front of Trump. Unfortunately, the American industrial base must be rebuilt for a whole lot more than just rare earths. Something that a little strategic foresight would have helped with.

Please click below to watch today’s video

YouTube Video Link: https://youtu.be/qvPgyPlsA8o

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