In this clip from today's fireside chat, Hedgeye Industrials analyst Jay Van Sciver speaks with former Hong Kong legislator Dennis Kwok about how China could leverage its economic power to pressure its rivals.
Kwok explains that while China has leverage over supply chains—particularly in rare earth minerals—it cannot afford to shut off exports entirely due to its reliance on foreign markets. Instead, China is more likely to implement targeted measures, such as making it harder for companies like Apple to operate in China.
He also warns that China’s dominance in critical minerals remains a key vulnerability for the West, as prices for materials like germanium and palladium continue to rise, exposing the slow pace of diversification efforts.
Subscribe to Industrials Pro for all of Jay Van Sciver's research.
