The Critical Minerals Race (ft. CSIS Expert Gracelin Baskaran), Poland's Defense Surge, and Hungary After Orbán

The minerals inside your phone, your car, and U.S. fighter jets almost all pass through one country: China.

Dr. Gracelin Baskaran, founding director of the Critical Minerals Security Program at CSIS, joins Sir Richard Dearlove and Rosanna Lockwood to explain how China built a stranglehold on rare earth production, and what it will actually take to break it. Critical Minerals are this century's defining supply chain vulnerability: it's a demand problem, a democracy problem, and, for the West, a race against a country that isn’t swayed by elections.

Also: Israel's espionage escalation against US officials, Poland's rise as Europe's top defense power, and the fall of Orbán's Hungary.

In this episode:

(00:00) Intro: China's Rare Earth Minerals Takeover

(01:43) World Cup 2026 Preview

(03:50) Middle East Conflict Updates

(06:57) Israel Spying on US Officials?

(08:43) Bill Pulte Named Intelligence Director

(10:27) US APAC Strategy Shifts

(14:41) Poland Becomes Europe's Defense Power

(16:44) Hungary After Orbán's Fall

(19:57) China's Critical Minerals Chokehold

(27:12) Western Mining Supply Chain Crisis

(38:28) Frontier Markets: Africa's Mineral Race

(57:32) Taiwan Crisis and Mineral Shortages

Show Notes: 

• The New York Times: https://www.nytimes.com/2026/06/06/us/politics/pentagon-sees-growing-espionage-threat-from-israel.html

Hosted by Sir Richard Dearlove (former MI6 Chief) and guest co-host Rosanna Lockwood (International Journalist). 

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