How The West Was Lost
China spent decades laying its rare earths trap. Then Donald Trump blundered straight into it. Now there is no way out. Some thoughts on how we got here, and what happens next
Here is this week’s newsletter. A warm welcome to new subscribers. Thanks as always to the generous paid subscribers whose support makes this worthwhile. It is hugely appreciated. This post is all about rare earths because I think it is interesting and important. I have made it free to read thanks so please do share with anyone you think may be interested. And if you can afford it, please do consider becoming a paid subscriber. I look forward as always to your comments and feedback. And please do email me if you have questions or ideas for future posts.
Trump’s Epic Miscalculation: The world’s dumbest trade war
Laying the Trap: Beijing’s cunning plan
Asleep at the Wheel? Too little, too late
Barriers to Entry: Why the West loses
Clutching at Straws: Bessent’s bravado
