China Watch

“China Watch” is a weekly deep dive that pulls back the curtains on one of the world's most enigmatic powers. Join Epoch Times contributor Terri Wu as she deciphers where China is headed next and how its politics, technology, and business affect Americans.

  1. Rare Knowledge About Rare Earths—the Hope, Solutions, and Imminent Threat

    4d ago

    Rare Knowledge About Rare Earths—the Hope, Solutions, and Imminent Threat

    China controls the rare-earth chokepoint that nearly every modern industry depends on: from smartphones and EVs to missiles and fighter jets. Rare earths are a tiny market—just $20-30 billion globally—yet they sit beneath trillions of dollars in downstream value, making them one of the most powerful leverage points in U.S.–China relations. In this episode, Terri Wu sits down with Carl Coward, co-founder and managing partner of Neoterra, to discuss his vision for the West to break free of its rare-earth dependence on China. Carl breaks down the distinct, highly technical steps in this supply chain, why separating rare earths is so hard outside China, and why he believes only a vertically integrated, profitable Western supply chain offers a durable solution. They also dig into China's "withhold and flood" playbook that has crushed foreign competitors cycle after cycle, and what's at stake as Xi Jinping weighs a Sept. 24 visit to Washington. Finally, Coward gets personal. He reveals why a self-described contrarian with two decades in mining has staked the rest of his career—and a deadline measured in his young daughter's school years—on solving this problem. Views expressed in this episode are opinions of the host and guests and do not necessarily reflect the views of The Epoch Times. — Terri Wu is a Washington-based freelance reporter for The Epoch Times covering education and China-related issues. Send tips to terri.wu@epochtimes.com. Show your support for Epoch Times and independent journalism by leaving a 5-star review of this show on your podcast platform or visit www.RateThisPodcast.com/chinawatch

    57 min
  2. A Strange Email, a Five Eyes Warning, and the New Front Line of Chinese Espionage

    Jun 15

    A Strange Email, a Five Eyes Warning, and the New Front Line of Chinese Espionage

    It started with a strange email: an unsolicited invitation for host Terri Wu to become a "senior geopolitical analyst" for a shadowy "defense advisory trust"—confidential, decoupled from her reporting, and sent from a personal Gmail. Then came the Five Eyes "Safeguarding Our Secrets" bulletin, warning that foreign intelligence services court exactly the people who get pitches like that: journalists, academics, clearance holders, and military personnel. In this episode, Terri brings the puzzle to two veterans of the China file — former State, Defense, and CIA officer Nicholas Eftimiades and former State Department diplomat Jim Lewis — to map the CCP's "whole-of-society" playbook: the recent agent prosecutions (Thomas Pauken, Eileen Wang, Linda Sun), the overseas police stations, the quiet pivot to state and local politics, and why Beijing is betting it can simply wait Washington out. The message is blunt: whether or not that email traces back to anyone in particular, you're already on the front line—and there's plenty you can do about it. Our last year's episode with Nick is here: “How China Spies in America: The Whole-of-Society Model Operation.” Views expressed in this episode are opinions of the host and guests and do not necessarily reflect the views of The Epoch Times. — Terri Wu is a Washington-based freelance reporter for The Epoch Times covering education and China-related issues. Send tips to terri.wu@epochtimes.com. Show your support for Epoch Times and independent journalism by leaving a 5-star review of this show on your podcast platform or visit www.RateThisPodcast.com/chinawatch

    35 min

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“China Watch” is a weekly deep dive that pulls back the curtains on one of the world's most enigmatic powers. Join Epoch Times contributor Terri Wu as she deciphers where China is headed next and how its politics, technology, and business affect Americans.

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