1+ hour, 7+ min ago   (681+ words) In the struggle with China over critical-minerals supply chains, the United States and its partners should focus efforts across three fronts: commercial, technological and allied coordination. Action is needed in each to overcome advantages that China has built over decades....

2+ week, 20+ hour ago   (429+ words) Australia needs to talk less about critical-mineral supply chains and more about specific minerals. Generic discussions about supply-chain resilience have become a substitute for strategic thinking. They encourage governments to speak in broad concepts while avoiding harder questions about where…...

3+ week, 3+ day ago   (407+ words) Australia needs to make a choice: build a national critical minerals workforce or rely on foreign talent that is in short supply. The country needs to nurture its own geologists and engineers who can run its mines and processing facilities,…...

3+ week, 6+ day ago   (193+ words) Those initiatives represent sensible national policy. They don’t yet add up to a collective strategy. Democratic governments increasingly recognise that economic security cannot be achieved by national action alone. AUKUS, Five Eyes and decades of defence cooperation all rest on…...

1+ mon, 3+ week ago   (207+ words) Chinese reactions to Treasurer Jim Chalmers’s decision to order six China-linked investors to divest their holdings in Northern Minerals tells us far more than the decision itself. Articles in the Global Times often appear to convey Beijing’s official views. The…...

4+ mon, 3+ day ago   (163+ words) Governments say they want diversified critical minerals supply chains. Yet many regulatory systems still require a decade or more to move new mines from discovery to production. Getting a processing plant going is similarly protracted. The energy transition and advanced…...

4+ mon, 1+ week ago   (603+ words) The United States and the European Union are both working to reduce their dependence on China for critical minerals, but they’re taking markedly different approaches. As both powers pursue critical-mineral independence through different means, the EU may struggle to keep…...

4+ mon, 3+ week ago   (188+ words) Allied governments want resilient critical mineral supply chains. Investors want contracted revenue. Capital does not finance separation plants and magnet facilities based on strategic aspiration; it finances credible, long-term demand. Market structure explains why demand matters so much. OEMs sit…...

6+ mon, 6+ day ago   (144+ words) The strategy has worked with nickel in Indonesia. Expect to see it with other critical minerals in other countries. We saw in October what China could do with such control. It expanded its export restriction list to cover five additional…...

6+ mon, 1+ week ago   (225+ words) According to industry stakeholders, discussions between Australian miners and Indian conglomerates have stalled over offtake commitments, junior miners can’t get capital without firm purchase agreements, and investors are further deterred by China’s persistent suppression of lithium and cobalt prices. Mining…...