Graham Allison on the Risks of a US-China War

Bullish:

• $RARE - Geopolitical analysis highlighting critical dependency on China for rare earth magnets essential for defense and consumer technology, suggesting potential supply chain vulnerability

  • “rare earth magnets are required for almost everything. So for cars, for iPhones, for laptops, for f 30 fives, for Tomahawk missiles, or whatever. So how would we allow ourselves to be dependent on China?”

    Graham·47:27
• $PHARMA - Discussion of pharmaceutical supply chain dependencies on China and India, with theoretical consideration of domestic production

  • “Most of the pharmaceuticals and the pharmaceutical precursors that we use for any medicines come from either China or from India. Well, maybe we should do these ourselves”

    Graham·47:27

Bearish:

• $TAIWAN - Academic analysis identifying Taiwan as a potential geopolitical flashpoint where third-party actions could trigger unintended escalation between great powers

  • “Taiwan as the most likely flashpoint for potential conflict, warning that third-party actions could trigger escalatory dynamics neither great power desires”

    Graham·45:27