Episode 520: Critical Minerals, Critical Allies: The U.S.-Japan Minerals Deal Explained

Today, Les, Martha, Morgan, and Jess discuss the alarming developments in Mali, where an Al Qaeda affiliate may soon control the country outright. With the U.S. ordering Americans to evacuate and fuel imports blockaded across the country, the situation in Bamako is rapidly deteriorating. Could this be the moment Al Qaeda transitions from insurgency to governance — collecting taxes, enforcing rule, and projecting power beyond the Sahel?If an Al Qaeda-linked regime does consolidate control, what would that mean for U.S. policy, recognition, confrontation, or containment? How might this reshape counterterrorism strategy in Africa, especially as Russia and China expand their influence in the region? And with extremist groups rising across the Sahel and no confirmed Assistant Secretary for African Affairs, can Washington afford to stay on the sidelines?@lestermunson@morganlroach@marthamillerdc@nottvjessjonesLike what we're doing here? Be sure to rate, review, and subscribe. And don't forget to follow @faultlines_pod and @masonnatsec on Twitter!We are also on YouTube, and watch today's episode here: https://youtu.be/biwoX319D1c  Hosted on Acast. See acast.com/privacy for more information.

Today, Morgan, Martha, Sarah, and Jess discuss the latest developments in the U.S.–Japan relationship following President Trump’s meeting with Japan’s new Prime Minister Sanae Takaichi. The two leaders announced a wide-ranging set of agreements, including deals on F-35 fighter jets, missile systems, and a Memorandum of Understanding to finance new shipbuilding and critical mineral projects. With China controlling about 90 percent of the world’s rare earth supply, the new MOU commits both nations to support mining ventures within six months—underscoring their shared goal of securing and diversifying critical mineral supply chains.What does this deal mean for U.S. national security and economic resilience? Can Washington and Tokyo’s “friendshoring” strategy strengthen defenses against China’s dominance in the minerals market—or is it more symbolic than strategic? And as Trump eyes a potential deal with Beijing that could also touch on critical minerals, will this partnership with Japan bolster U.S. leverage—or complicate the calculus?@morganlroach@marthamillerdc@nottvjessjones@SarahStewartDCLike what we're doing here? Be sure to rate, review, and subscribe. And don't forget to follow @faultlines_pod and @masonnatsec on Twitter!We are also on YouTube, and watch today's episode here: https://youtu.be/purBnjeXBiM  Hosted on Acast. See acast.com/privacy for more information.

Today, Martha, Les, Morgan, and Jess discuss the latest from President Trump’s Asia tour — with stops in Malaysia, Japan, and South Korea ahead of this week’s high-profile U.S.–China meeting at APEC. With a new framework reportedly in place between Trump and Xi, including quarterly check-ins, Chinese purchases of U.S. agricultural goods, cooperation on critical minerals, and a fentanyl agreement, the conversation turns to what real progress looks like.Will this meeting mark a genuine thaw in U.S.–China relations or just a temporary easing of tensions? Can these trade and minerals agreements meaningfully rebalance competition, or do they simply restore the uneasy status quo? With the U.S. economy in question, could this meeting deliver practical gains to American workers and industries – or will the promises fade once the cameras turn off?More information on today’s topic: https://www.bbc.com/news/articles/c1lqj5lz4geo @marthamillerdc@nottvjessjones@lestermunson@morganlroachLike what we're doing here? Be sure to rate, review, and subscribe. And don't forget to follow @faultlines_pod and @masonnatsec on Twitter!We are also on YouTube, and watch today's episode here: https://youtu.be/HF0LJzrnLFc  Hosted on Acast. See acast.com/privacy for more information.

Today, Jess, Martha, Les, and Matt break down the newest wave of U.S. sanctions targeting Russian oil exports — measures designed to cut off Russia’s funding for war in Ukraine. The package includes new secondary sanctions aimed at major buyers like India and China. India is signaling a possible rethink of its Russian oil purchases, Europe is weighing the use of frozen Russian assets to fund Ukraine, and — for the first time in months — the U.S. and its allies seem aligned on a tougher, coordinated economic strategy.Will this escalation of targeting Russia’s oil exports finally dent its war machine? Or has Russia already perfected the art of sanctions evasion? If these economic measures are paired with renewed military support for Ukraine, could that combination finally shift momentum on the battlefield?More information on today’s topic: https://www.bbc.com/news/articles/cd6758pn6ylo https://www.washingtonpost.com/world/2025/10/23/russia-nuclear-subs-western-technology-surevillance/ https://www.washingtonpost.com/world/2025/10/23/eu-frozen-russian-money-ukraine/ @nottvjessjones@lestermunson@marthamillerdc@WMattHaydenLike what we're doing here? Be sure to rate, review, and subscribe. And don't forget to follow @faultlines_pod and @masonnatsec on Twitter!We are also on YouTube, and watch today's episode here: https://youtu.be/RmkPm4F-3Rs  Hosted on Acast. See acast.com/privacy for more information.

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-dealvhttps://www.whitehouse.gov/fact-sheets/2025/10/fact-sheet-president-donald-j-trump-closes-billion-dollar-deals-with-australia/ @lestermunson@marthamillerdc@nottvjessjones@andykeiserLike what we're doing here? Be sure to rate, review, and subscribe. And don't forget to follow @faultlines_pod and @masonnatsec on Twitter!We are also on YouTube, and watch today's episode here: https://youtu.be/3Ey3hLUZHq0  Hosted on Acast. See acast.com/privacy for more information.

Today, Morgan, Jamil, Martha, and Jess unpack the growing tension between Washington and Bogotá after President Trump accused Colombian President Gustavo Petro of running a drug manufacturing regime and threatened to slash aid and impose tariffs. The escalation follows Colombia’s inclusion last month on the U.S. list of countries failing to cooperate with anti-narcotics efforts—and a U.S. strike on a Colombian vessel in the Caribbean that Washington claims was tied to narco-trafficking.Is this just political posturing or a real rupture with one of America’s closest partners in Latin America? Can Trump’s hard line curb Colombia’s rising coca production, or will it drive Bogotá closer to China and other regional players? And with talk of covert operations in Venezuela, is the administration risking another fight in the neighborhood just as it needs allies the most?@marthamillerdc@nottvjessjones@morganlroach@jamil_n_jafferLike what we're doing here? Be sure to rate, review, and subscribe. And don't forget to follow @faultlines_pod and @masonnatsec on Twitter!We are also on YouTube, and watch today's episode here: https://youtu.be/fLCzJZfmi-E  Hosted on Acast. See acast.com/privacy for more information.

Today, Martha, Les, Jess, and Algene discuss President Trump’s renewed focus on Ukraine following the Gaza ceasefire. President Zelensky is in Washington this week to discuss the possibility of Washington providing Tomahawk missiles—a move seen as both a gesture of support for Kyiv and a signal to Moscow. But after Trump’s recent call with Vladimir Putin, it’s hard to say exactly where things stand or how far the administration is willing to go.Is this strategic balance between deterrence and diplomacy sustainable? Can Trump apply lessons from the Israel–Hamas peace deal to the Russia–Ukraine conflict, or are the stakes, and the adversaries, fundamentally different? And with Congress stalled on tougher sanctions, will symbolic gestures like limited missile transfers have real impact, or is this summit diplomacy without substance?@marthamillerdc@nottvjessjones@lestermunson@AlgeneSajeryLike what we're doing here? Be sure to rate, review, and subscribe. And don't forget to follow @faultlines_pod and @masonnatsec on Twitter!We are also on YouTube, and watch today's episode here: https://youtu.be/GycTO7AQ31U  Hosted on Acast. See acast.com/privacy for more information.

Today, Jess, Jamil, Martha, and Les discuss the wave of Gen Z–led protests shaking governments across continents—from Madagascar and Nepal, where leaders have fled, to Indonesia and beyond.  Driven by unemployment, corruption, and economic strain, these youth movements are leveraging social media and grassroots organizing to challenge entrenched power structures and, in some cases, topple leaders.Are we seeing a new wave of youth-driven revolutions—a social-media-era sequel to the Arab Spring? What does growing instability in strategic regions like the Mozambique Channel mean for the U.S.? And how should Washington rethink its aid, training, and partnerships as political landscapes shift under generational pressure?Check out the sources that helped shape our experts’ discussion: https://apnews.com/article/madagascar-protests-rajoelina-ab1e1eb1aca45fe7e80e81314ebdb0c6 https://www.bbc.com/news/live/cqxr3y3788pt https://www.npr.org/2025/10/13/nx-s1-5573511/madagascar-president-flees-country-military-rebellion https://www.theguardian.com/global-development/2025/oct/14/this-generation-is-defiant-gen-z-protests-set-to-resume-in-morocco-despite-deaths-and-arrests https://www.dw.com/en/gen-z-protests-why-are-asias-youth-so-angry/a-74349495 https://www.nbcnews.com/world/asia/protests-asia-gen-z-nepal-indonesia-rcna231096  @nottvjessjones@lestermunson@jamil_n_jaffer@marthamillerdcLike what we're doing here? Be sure to rate, review, and subscribe. And don't forget to follow @faultlines_pod and @masonnatsec on Twitter!We are also on YouTube, and watch today's episode here: https://youtu.be/t6dAKr7O_fU  Hosted on Acast. See acast.com/privacy for more information.

Today, Les, Jamil, Amy, and Matt unpack the breakthrough in the Israel–Hamas peace process and what it means for U.S. foreign policy under President Trump. With the release of all remaining Israeli hostages, the exchange of Palestinian prisoners, and the implementation of Trump’s 20-point plan, the first phase of the agreement is underway—marking a major diplomatic win for the administration.But what comes next? The team explores the broader implications: from renewed U.S. influence in the Middle East to the potential for progress on other global fronts. Could this model be applied to challenges like the war in Ukraine or U.S.–China trade tensions? Is the Trump approach to diplomacy—high stakes, high visibility—emerging as a new blueprint for American power projection?@lestermunson@jamil_n_jaffer@amykmitchell@WMattHaydenLike what we're doing here? Be sure to rate, review, and subscribe. And don't forget to follow @faultlines_pod and @masonnatsec on Twitter!We are also on YouTube, and watch today's episode here: https://youtu.be/wxbO8chMjSM  Hosted on Acast. See acast.com/privacy for more information.

Today, Morgan, Martha, Jamil, and Andrew unpack the implementation of the Israel-Hamas peace agreement. The first phase includes the return of Israeli hostages, the exchange of Palestinian prisoners and limited Israeli withdrawal from Gaza. Jared Kushner has also returned to the diplomatic stage—a possible sign for the Trump administration’s plans for the region. But major questions remain about Hamas’s disarmament, Gaza’s long-term governance, and the durability of a ceasefire.Can this plan truly hold, or is it just another fragile truce in a long line of short-lived deals? Will the United States sustain pressure on both Israel and Hamas to implement each phase? And with Kushner’s return and growing regional buy-in, could this moment mark not only a breakthrough in Gaza but a broader turning point for Israel-Arab normalization?@morganlroach@marthamillerdc@jamil_n_jaffer@AndrewBoreneLike what we're doing here? Be sure to rate, review, and subscribe. And don't forget to follow @faultlines_pod and @masonnatsec on Twitter!We are also on YouTube, and watch today's episode here: https://youtu.be/BMADWVQ1YQw  Hosted on Acast. See acast.com/privacy for more information.