Energy Realities

Energy Realities


China v. America on Rare Earth and Critical Energy Minerals

October 13, 2025

You won’t want to miss this live discussion from the Energy Realities team on China v. the US in the Critical Mineral market control that is getting global attention. China has been taking additional steps to control supply in various ways, and we will cover how the Trump administration is looking to secure key sources of critical minerals. With David Blackmon, Irina Slav, Tammy Nemeth, and Stu Turley.


As China tightens its grip on rare earth and critical energy minerals materials vital to modern technology and defense systems, the Energy Realities team dives deep into what this means for the global economy and Western energy security. From supply chain dominance and environmental resistance to national security implications and policy failures, this discussion unpacks the strategic challenges the U.S. and its allies now face.


We had a great discussion, and Stu brought up the fact that General Flynn had pointed out last week, when they were recording the podcast, that we all need to get involved and not sit on the sidelines anymore. The fact that we stood by and let our country get this bad is something we need to take to heart and take action locally. That episode with General Flynn is releasing tomorrow morning.


President Trump is going to get the critical mineral issue figured out, and we need to encourage Secretary Zeldin to get after regulatory reform before it is too late. We only have months, not years, to get the ore-refining capacity moving, and we will probably see wartime investments and action from the Trump administration.


Highlights of the Podcast


00:11 – Introduction

03:00 – China’s Global Influence and U.S. Response

04:16 – Warnings Ignored: The West’s Missed Opportunities

06:50 – Environmental Barriers to Mining

08:11 – The Irony of Green Resistance

12:03 – National Security and Supply Chain Risks

19:01 – Political Compromise and Chinese Influence in the West

23:09 – Useful Idiots and Ideological Alignment

26:56 – Political Incompetence in the West

30:00 – Call for Action: Building Domestic Capacity

32:17 - Nations Rallied To Stop the 1970s Oil Crisis. It’s Time To Do The Same For Critical Minerals

34:45 - Carney's dead end for Alberta oil

37:31 - Foreign Billionaire Pours Millions Into U.S. Politics to Push Radical Green Agenda

38:35 - China v America on Rare Earth and Critical Energy Minerals 

38:46 - Ferrari slashes 2030 electric car plan in half 

42:43 - China and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. Sanctions 

43:24 - Phil Mickelson says if you want cleaner Beaches, then restart oil drilling

44:23 - Greenpeace Threatens Crown Estate With Offshore Wind Lawsuit

45:26 - European Union and energy 

49:46 – Climate Litigation and Political Hypocrisy

50:59 – Closing Remarks