Jianggan Li

speaker

871 appearances 4 recordings 1 series first heard Sep 2025 last heard 6 Sep

Jianggan Li’s voice in public audio — every appearance, attributed to the second.

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BRAVE Southeast Asia Tech: Singapore, Indonesia, Vietnam, Philippines, Thailand & Malaysia Startups, Founders & Venture Capital VC (English) · Jianggan Li: China vs. USA Tactical Pause, Moves vs. Countermoves & Rare Earths Leverage – E647 · 26 Nov 2025 podcast

Biden was still there.

Yeah, most people actually study the digging on what what exactly is that?

Why is that so important for our for our lives and and stuff.

But if you look at the industrial policy of China, I mean they ha they identified this as a strategic like decades ago.

So so now when you talk about uh I think the US and other places trying to sort of build their rare earth capabilities, that also probably takes years.

The question is that of whoever who is proposing it, with whoever who's working on it, do they have the commitment to follow that through?

So so that that's why you see this this like and sometimes I mean the the guys controlling this like the Chinese or whoever, right?

So so that they made it easier for you to buy, then your incentive to build the hard route to get something on your own um becomes so softer.

And then it tightened.

So so so so then you said okay shit, we should do do something.

And and I think it also later around around this cycle and um and you need you need a very, very uh strong commitment and uh the

ability to mobilise resources over over decades to actually make this happen.

That was back at time when US manufacturing was still the thing, right?

And now I mean it's uh it's not so much about building things there.

I mean brain brain manufacturing back has been not easy, I would say.

I think I'm sure they have other carbs which they have not used and uh I think Rare Earth is one which they have used.

Uh soybean import is another is is another one, right?

They diverted all the all the soybeans to to Brazil and uh and basically to South America and that left US farmers sort of um wanting something else from the administration.

If if someone goes and digs um out the whole sort of supply chain of different sort of strategic industries, I think they will find

much more choking points that the Chinese government, I mean, over the past decade has probably like built capabilities that uh that control the global supply.

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