China’s tightening control over rare earth exports has exposed a critical vulnerability in the U.S. energy supply chain. With rare earth elements essential to wind turbines, electric vehicles, grid equipment, and smart energy systems, even short-term disruptions can ripple across infrastructure projects and investment plans.
This podcast explores how recent export controls are reshaping the operating environment for U.S. utilities. From supply uncertainty and price volatility to longer equipment lead times, the discussion highlights why rare earth access has become a strategic issue rather than a sourcing concern.
Rather than reacting to each policy shift, the conversation focuses on how utilities can respond with long-term resilience in mind. Design innovation, policy engagement, and supply chain diversification emerge as critical levers to protect reliability and support clean energy growth.
What You’ll Hear:
- How China’s export controls are impacting utility supply chains
- Where rare earth exposure is highest across energy systems
- What utilities can do now to reduce long-term risk