Tag
China critical minerals
China’s Mineral Export Ban Strikes at the US Defense Industrial Base
By Gregory Wischer, Morgan Bazilian, and Jahara “Franky” Matisek
The U.S. defense industry could experience short-term mineral shortages and higher prices – not to mention the impact on the U.S. economy more broadly.
Vince Beiser on the Race for the Resources That Will Shape the Future
By Catherine Putz
“The energy transition from fossil fuels to renewables is a crucial part of the cure for climate change. But it’s a cure with brutal side effects.”
Will Japan Turn to Deep Seabed Mining to Secure Critical Mineral Supply Chains?
By Oliver Banks and Ariel Silverman
Despite the apparent benefits, there are significant legal gaps and technological limitations that must be addressed before this mineral wealth on the seafloor can be brought to market.
Understanding the Significance of China’s Antimony Export Controls
By Gregory Wischer and Morgan Bazilian
The Chinese government will probably continue to allow some antimony exports to the United States, sending a retaliatory signal but also keeping the U.S. reliant on Chinese mineral supplies.
Securing America’s Critical Minerals: A Policy Priority Conundrum
By Ansel Bayly and Sarah Tzinieris
Critical minerals sit at the intersection of three policy objectives for the United States – and at times the security, economic, and climate aims are in direct contradiction.
Monitoring China’s Mineral Stockpiling and Understanding Its Military Implications
By Gregory Wischer and Morgan Bazilian
Discerning when China is stockpiling – and why – is increasingly challenging given China’s increasing secrecy about mineral-related information.
From Dependency to Dominance: India’s Critical Mineral Crusade
By Manish Vaid
India's pursuit of critical minerals isn’t just an economic prerogative; it’s a strategic imperative.
Rare Earths and Geopolitics: An Increasingly Messy Mix
By Tobias Burgers and Scott N. Romaniuk
A narrative has emerged suggesting that China possesses a willingness to leverage its control over REMs to punish nations over disagreements in the political arena.
Bifurcation in the Critical Minerals Market Could Throw off the Global Energy Transition
By Xunpeng Shi and Yifan Shen
The securitization of critical minerals could divide the world, leading to severe consequences for the energy transition and undermining global climate change efforts.
The China-West Lithium Tango in South America
By Ali Rahman and Leland Lazarus
Despite the push toward decoupling, China-West collaboration persists in South America’s Lithium Triangle. But in the age of strategic competition, how long will this last?
Don’t Worry About China’s Gallium and Germanium Export Bans
By Tim Worstall
As with China’s 2010 rare earths ban, it will take a few years, at most, for Western countries to secure alternative supplies.
Critical Minerals and the New Cold War
By Zongyuan Zoe Liu
Access to critical materials has become a paramount national security concern and the object of increasing competition between China and the United States.
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