The US, China, and the Critical Minerals Question

The US, China, and the critical minerals question

In this Quick Take, Ian Bremmer analyzes a significant shift in US–China relations: Donald Trump’s decision to ease key technology restrictions on Beijing in an effort to secure access to critical minerals.This move has stunned America’s national security community. Ian explains that members of the military-industrial complex are “horrified that the Chinese now no longer have a constraint on being able to compete with and potentially dominate th…

Critical Minerals, Geopolitics, and the New Supply Chain Reality – Rachel Ziemba, Horizon Engage

The Assay catches up with Rachel Ziemba, Senior Advisor at Horizon Engage. Rachel highlights the global shift in critical mineral supply chains, emphasizing the geopolitical push to reduce dependence on China by regionalizing processing and production, especially in the Middle East and Africa. She notes rising investor interest, particularly from the Gulf, in future-proofing economies through vertical integration, technology transfer, and joint …