Stratechery by Ben Thompson Follow An Interview with Gracelin Baskaran About Rare Earths An interview with Dr. Gracelin Baskaran about rare earths: how did the U.S. become dependent on China, and how do we fix the problem going forward? https://stratechery.com/2025/an-interview-with-gracelin-baskaran-about-rare-earths/ stratechery.com
