Larry Johnson: China’s Rare-Earth Leverage Could Limit U.S. Missile Production

Recorded on July 21 2026 at NRS Studios Former CIA analyst and State Department counterterrorism official Larry C. Johnson joins Steve Yang to examine the energy, industrial, and military supply constraints surrounding the conflict with Iran. In this NRS World clip, Johnson argues that shortages involving diesel, aviation fuel, precision-guided missiles, and critical rare-earth minerals could place increasing pressure on the United States and its military operations. The discussion covers refinery limitations, sour crude, the Strait of Hormuz, transportation costs, missile inventories, Chinese rare-earth export controls, Iran’s use of the BeiDou navigation system, and the vulnerability of expensive military surveillance platforms.…