When it comes to China’s key nodes of economic leverage, rare earths get all the attention – because they’re the cheapest, easiest lever China has to pull.
But the more durable – and future – points of leverage are already hiding in plain sight, in hundreds of intermediate goods most people never think about.
Gerard DiPippo, Director of Global Macro at Eurasia Group, returns to the pod as our first ever two-time guest, joined by Dinny McMahon and Cory Combs, to unpack it.
On this episode, host Andrew Polk sits down with Gerard, Dinny, and Cory to dive into:
Why rare earths are a uniquely cheap and low-cost weapon for Beijing, and why other chokepoints like batteries carry far higher stakes
How China’s licensing regime doubles as a surveillance system, giving Beijing visibility into global supply chains it can use to ratchet pressure up or down at will
The “shoe that hasn’t dropped yet”: China’s shelved extraterritorial rule that could restrict any product containing Chinese-origin content, anywhere in the world
Why intermediate goods are the next frontier to watch, and why China’s reaction function gets a lot murkier once controls move further down the production chain – into products with real commercial value to Chinese firms themselves
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