Emily Fang

Emily Fang is a source voice in Battlefield rare earths: How the U.S. lost to China explaining the China side of the rare-earth story. The episode uses her comments to place Molycorp’s earlier openness to Chinese visitors in historical context, when China was not yet perceived as the economic competitor it later became.

Fang also frames the current policy turn. The source says China limited exports of some rare earths after the April 2025 tariff confrontation, and Fang describes the United States response - loans, grants, equity stakes, and price-floor coordination - as resembling the state-driven planning China used to dominate the industry.

Connections

• China, United States, and Donald Trump - geopolitical context of her analysis.
• Rare Earth Export Leverage - export-control mechanism she helps connect to the 2025 U.S. wake-up call.
• State-Backed Rare Earth Rebuilding - policy response she compares to China’s earlier model.
• Planet Money and NPR - source context.