David Abraham
Author and rare-earths expert focused on commodities and supply chains; author of The Elements of Power and founder/CEO of Outpost, providing the episode's primary analysis on rare earth strategy.
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Mar 12, 2026 • 42min
Can the US Break China's Grip on Rare Earths?
David Abraham, author and rare-earths expert who studies commodities and supply chains, digs into how China built its rare-earth chokehold. He traces the 2010 warning, explains why refining and magnet specs matter more than raw tonnage, and argues electric vehicles could be the lever to rebuild U.S. industrial capacity. He warns rebuilding materials expertise will take years and careful policy.
8 snips
Sep 8, 2025 • 1h 7min
Rare Earth Emergency
David Abraham, a natural resource strategist and author of 'The Elements of Power', discusses the vital role of rare earth metals in today’s geopolitics. He reveals how these elements, critical for technology and military applications, are reshaping global power dynamics. With China controlling 90% of the refining market, he warns of the implications for supply chains. From the evolution of materials in warfare to the future of electric vehicles, the conversation highlights the urgency of developing independent supplies to navigate rising global tensions.
