Jon Emont

speaker

31 appearances 1 recordings 1 series first heard Aug 2025 last heard Aug 2025

Jon Emont’s voice in public audio — every appearance, attributed to the second.

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WSJ What’s News · China Restricts Critical Minerals to Western Defense Companies · 4 Aug 2025 podcast

It's sort of similar to actions the United States has taken over the years to make sure that certain types of sophisticated electronics and other things made in the U.S.

doesn't make its way to Chinese military-linked companies.

And what we found is that it's been somewhat effective because it means that these companies have to spend a lot more time thinking about where they're going to get their materials.

In some cases, it's even caused production delays.

In other cases, it's just raised the price pretty substantially of materials.

And what that means is the United States is only going to be dedicating a certain amount of money to its military, right?

So when you see pretty significant cost inflation because, say, you have to –

find some mine or processing facility elsewhere that can maybe do things at small quantities or try to get some laboratory scale processing facility in the United States up really quickly.

In the meantime, things are going to cost a lot more.

All that does is it just makes it more difficult and more expensive to make military equipment in the US.

Thank you so much.

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