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Rare Earths Are China’s Trump Card In The trade war — How The U.S. Is Trying To Fix That

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Rare earths refer to 17 elements on the periodic table whose atomic structure gives them special magnetic properties. Rare earth magnets power everything from electric vehicles and wind turbines to defense equipment, data centers and high-tech consumer electronics. The problem? The United States depends a great deal on China for these critical materials with China mining around 70% and processing around 90% of rare earths. This has made rare earths the most important bargaining chip in the trade war between the U.S. and China. Now, the U.S. is seeking to develop a domestic supply chain for rare earths. In July, the Department of Defense announced a $400 million investment in U.S. rare earth miner and producer MP Materials. The company owns the only operational rare earth mine in the country. Energy Fuels is also producing neodymium-praseodymium oxide (NdPr) material for use in permanent magnets at its White Mesa mill in Utah. Despite this push, experts say many hurdles remain if the U.S. wants to break its rare earth dependence on China.

Chapters:
00:00 – 02:16 Introduction
02:17 – 04:18 China’s rare earth dominance
04:19 – 06:53 Political bargaining chip
06:54 – 12:24 Ramping up U.S. supply
12:25 – 15:00 Is U.S. independence possible?

Produced and edited by: Magdalena Petrova
Camera: Lucas Mullikin
Animation: Jason Reginato
Senior Director of Video: Jeniece Pettitt
Additional Footage: Getty Images, MP Materials

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Rare Earths Are China’s Trump Card In The trade war — How The U.S. Is Trying To Fix That

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How circuit boards could be the next AI chokepoint

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Printed circuit boards are a quiet but crucial part of every electronic, and the U.S. can’t make enough for Nvidia and others in the AI boom.

Some 60% of the world’s PCBs come from China, creating national security and supply chain risks.

CNBC’s Katie Tarasov explains.

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How Walmart Is Hoping Its New Tech Will Help Shoppers And Employees

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TBWalmart, the world’s largest retailer, has been rolling out digital shelf labels in thousands of U.S. stores since 2024. The company says the technology streamlines price changes, frees up employees’ time and helps shoppers find what they need. But as the labels expand, so do concerns about dynamic pricing. CNBC’s Laya Neelakandan visits a Walmart store in New Jersey.

Chapters:
0:00 Introduction
2:07 Chapter 1 – New tech
4:28 Chapter 2 – Tech fears

Reporting by: Laya Neelakandan
Produced and shot by: Natalie Rice
Additional Camera and edited by: Darren Geeter
Animation: Jason Reginato
Senior Managing Producer: Tala Hadavi
Additional Images: Getty Images

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How Walmart Is Hoping Its New Tech Will Help Shoppers And Employees

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Inside China’s Race To Build The World’s Data Centers

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Chinese companies are using prefabricated construction to build data centers faster and more efficiently. As America’s AI-driven data center boom accelerates, China’s BrightRay hopes to win U.S. business with its modular approach. But growing U.S.-China tensions, national-security concerns and restrictions on some Chinese-made products could limit that opportunity. CNBC’s China Bureau Chief Eunice Yoon reports.

Chapters:
0:00 Introduction
1:39 Chapter 1 – Prefabricated data centers
4:48 Chapter 2 – China’s focus on the U.S. market
8:20 Chapter 3 – Public vs. government reactions

Reporting by: Eunice Yoon
Produced by: Natalie Rice
Editing by: Darren Geeter
Animation: Jason Reginato
Senior Managing Producer: Tala Hadavi
Additional Footage: Getty Images, BRIGHTRAY

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Inside China’s Race To Build The World’s Data Centers

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The YouTube gurus engineering viral videos

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With thousands of YouTube creators relying on the platform for income, many are turning to strategists as essential advisors on how to keep videos viral.

Meet the YouTube whisperers, a booming class of advisors behind MrBeast and other million-dollar channels.

Find the full report in related video.

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How SpaceX’s AI ambitions took over Memphis

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Two years after Elon Musk made Greater Memphis the center of his artificial intelligence ambitions, building data centers and energy infrastructure at breakneck speed, residents are grappling with unwanted effects, including noise and emissions from the natural gas-burning turbines.

Now, public opposition to the SpaceXAI sites, known as Colossus and Colossus II, is providing a blueprint for other communities across the country opposed to AI developments.

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