The Geopolitics of Critical Minerals

Quick Summary:

The Inflation Reduction Act (IRA) has kickstarted major investment, while China has retaliated with export controls on gallium and germanium – signaling that critical minerals are now a geopolitical bargaining chip.

Assess the market implications of China-U.S.strategic competition regarding China’s control over critical minerals.The China-U.S.competition over critical minerals is reshaping global markets, not just in trade but in industrial power.

This dominance is not so much linked to resource endowment, but rather strategic industrial policy and capital investment over decades​.In response, the U.S.is racing to reshape supply chains, incentivize domestic production, and deepen partnerships with resource-rich allies like Australia and Canada.

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Article Details

Author / Journalist: Mercy A. Kuo

Category: Economy

Markets: United StatesAfghanistanAustraliaCanadaChileChinaCongoGreenlandIndiaIndonesiaJapanMaliMexicoNew ZealandRwandaThailandUkraineZambia

Topics: China Strategic Supply Lithium Chains Policy Minerals Materials Geopolitical Critical Energy

Source Website Secure: Yes (HTTPS)

News Sentiment: Negative

Fact Checked: Legitimate

Article Type: News Report

Published On: 2025-03-06 @ 00:25:00 (11 hours ago)

News Timezone: GMT +8:00

News Source URL: thediplomat.com

Language: English

Article Length: 2498 words

Reading Time: 14 minutes read

Sentences: 130 lines

Sentence Length: 20 words per sentence (average)

Platforms: Desktop Web, Mobile Web, iOS App, Android App

Copyright Owner: © The Diplomat

News ID: 26682457

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