Cover art for The Neon Show

This Startup Can End China’s Grip on Global EV Supply Chain | Bhaktha, Chara Tech

The Neon Show

Published
June 3, 2026
Duration
1h 7m
Summary source
description
Last updated
Aug 23, 2026

Discusses China processes nearly 90% of the world's rare earths.Rare earths are hidden inside everything from …

Summary

China processes nearly 90% of the world's rare earths.Rare earths are hidden inside everything from EVs and smartphones to fighter jets, making them one of the most critical materials powering the modern economy.When China restricted rare earth exports in April 2025, the world saw the huge risk of depending on a supply chain controlled by a single country…

Intelligent Report

Sign in to read teasers, or upgrade to Research Pro to commission intelligent report for this episode. Learn more →

Show notes

China processes nearly 90% of the world's rare earths.Rare earths are hidden inside everything from EVs and smartphones to fighter jets, making them one of the most critical materials powering the modern economy.When China restricted rare earth exports in April 2025, the world saw the huge risk of depending on a supply chain controlled by a single country. For Bhaktha Keshavachar, however, it was validation of a bet he had made 6 years earlier.After exiting Ezetap, Bhaktha founded Chara Tech to