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Episode 517: Rare Earths and Realpolitik: Inside the U.S. Australia Deal
Episode 517

Episode 517: Rare Earths and Realpolitik: Inside the U.S. Australia Deal

Fault Lines · National Security Institute

October 22, 202510m 55s

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Show Notes

Today, Les, Martha, Andy, and Jess discuss Australian Prime Minister Anthony Albanese’s White House visit and a pair of major announcements: a reinvigorated AUKUS partnership and a new U.S.–Australia critical minerals deal. While both moves signal deepening strategic and economic ties, the real test will be delivery, building nuclear-powered submarines, securing rare earth supply chains, and reducing reliance on China’s market dominance.


Can Washington and Canberra turn these announcements into action, or will timelines and industrial bottlenecks slow progress into the 2030s? Is this partnership a true step toward allied self-reliance, or mostly a political win for both leaders? And with China already waging what some would call supply chain warfare, how quickly can the U.S. and its allies really catch up?


More information on today’s topic: 

https://apnews.com/article/donald-trump-anthony-albanese-submarine-australia-trade-7db18e2b942176623dcad283bfad3a6c 


https://www.foxnews.com/politics/us-expedite-nuclear-powered-subs-australia-sit-near-chinas-doorstep 


https://www.foxbusiness.com/politics/china-responds-us-australia-rare-earths-dealv


https://www.whitehouse.gov/fact-sheets/2025/10/fact-sheet-president-donald-j-trump-closes-billion-dollar-deals-with-australia/ 


@lestermunson

@marthamillerdc

@nottvjessjones

@andykeiser


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