Tag
China critical minerals
How to Engineer Global Dependence: China’s Formula for Building a Rare Earth Edge
By Xinyue Hu
Beijing's dominance in the rare earth industry is the result of decades of targeted state efforts – and a willingness to absorb financial losses for strategic gain.
Rare Earth, Raw Power: How China Plays the Carrot and Stick Game of the Century
By Xinyue Hu and Meng Kit Tang
Beijing is more openly leveraging its control over rare earths, using them both as a stick to pressure geostrategic rivals and as a carrot to incentivize cooperation with partners.
Report: Western Supply Chains Tied to Uyghur Forced Labor in China’s Critical Minerals Boom
By Tasnim Nazeer
“Western governments and companies must urgently confront the reality that many critical mineral supply chains they rely on are underpinned by Uyghur forced labor.”
The China Challenge in Critical Minerals: The Case for Asymmetric Resilience
By Pascale Massot
De-risking is unlikely to truly alter China’s dominance over global critical mineral supply chains. There’s a better approach.
The Geopolitics of Critical Minerals
By Mercy A. Kuo
Insights from Thijs Van de Graaf.
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.
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