S1E11 - The Impact of Trump's Tariffs on Global Trade
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S1E11 - The Impact of Trump's Tariffs on Global Trade
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About this listen
In this episode of the Rare Earth Exchanges podcast, hosts Dustin Olsen and Daniel O'Connor discuss the recent announcement of sweeping tariffs by President Trump, termed 'Liberation Day for American industry.' They explore the implications of these tariffs on global trade, particularly focusing on critical minerals and rare earth elements. The conversation delves into the geopolitical risks associated with these policies, the potential responses from other countries, especially China, and the future of the rare earth market. The hosts emphasize the need for a strategic approach to supply chain resilience and the importance of industrial policy in competing with state-owned enterprises in China. They conclude with thoughts on the opportunities that may arise from these changes and the importance of being prepared for the evolving landscape.