China mines, refines, and manufactures most of the world's rare earths, and the magnets inside electric vehicles, fighter jets, wind turbines, and AI data centers. That gives it enormous leverage. After a fragile U.S.-China truce, tensions have eased, but the deal expires in November, and Beijing is already squeezing Japan. Our guest, Dr. Gracelin Baskaran - a frequent witness before Congress - argues that by wielding its dominance so openly, China may have overplayed its hand, spooking the world into building alternatives to the products it dominates.

At this week's G7 summit, Western leaders pledged to cut reliance on any single supplier to 60% by 2030. Others say China's grip is as tight as ever, and the West's scramble is noise. For any business that relies on these materials, the stakes in the debate shapes pricing, supply security, and strategy for the next decade.

It all turns on one question: has China overplayed its hand in critical minerals?

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