Beijing's recent ban on the export of two rare metals represents the latest front in the global battle to control chipmaking technology. Now there are fears China could block the export of rare earths, over which it has a stranglehold. How close are we to that nuclear option? To find out, Louisa and Graeme are joined by Martijn Rasser, a former senior intelligence officer and analyst with the CIA, who is now the managing director of the Netherlands-based Datenna, and Jon Hykaway, the director and president of Stormcrow Capital in Toronto.
Image: c/- NASA. The Baiyon Ebo Rare Earths Mine, Inner Mongolia.