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The Most Important Market You’re Not Watching (And Why China Has the Upper Hand) | Ep#239
What if the next global power struggle isn’t about oil—but about the elements inside your smartphone, electric vehicle, and AI infrastructure?
In this episode, we sit down with Barbara Humpton, CEO of USA Rare Earth, former CEO of Siemens USA, to break down one of the most overlooked—and critical—battles shaping the global economy.
We dive into:
Why rare earth elements are the backbone of AI, clean energy, and defense
How China came to dominate the supply chain—and why the U.S. is scrambling to catch up
The massive push to rebuild domestic production, including a $1.6B U.S. government…
The skinny
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