“Important minerals such as lithium, cobalt, nickel, rare earths, etc. are essential for the production of electric motors and batteries, which are considered important for national security and economic stability. The global supply chain of these minerals faces many challenges, including geopolitical tensions, environmental concerns, and market volatility. International cooperation is essential for stable supply […]
Politico: Biden administration weighs price support for US critical minerals amid Chinese pressure
“Still, some industry watchers remain skeptical about whether a government backstop is the right strategy to support the industry. Abigail Hunter, executive director of the Center for Critical Minerals Strategy at the think tank SAFE, said she has reservations about the government ‘getting their hands into commodity market pricing, which is very cyclical and complex.’ […]
E&E News: China tightens grip on materials tied to renewables, batteries
“Zoe Oysul, a senior policy analyst with SAFE’s Center for Critical Minerals Strategy, said the Chinese Communist Party is continuing to ‘weaponize’ China’s monopolization of the critical minerals supply chain. Oysul said it’s important that affluent countries like the U.S., which generally has high environmental and labor standards, begin developing more projects within their own […]
Houston Chronicle: Inside the U.S.’s long, slow plan to undercut China on clean energy
“In the meantime, China’s state-backed companies are willing to producer minerals far beyond existing demand, driving down prices and making it harder for companies in the U.S. and allied countries to compete. That has national security analysts in Washington nervous, envisioning a future where renewable energy and electric vehicles become a much larger slice of the […]
S&P Global: Biden tariff hike on Chinese aluminum shows commitment to US industry
“Tariffs welcomed, but still fall short: SAFE While the tariffs were largely welcomed, some industry groups and observers reiterated that they still represented only one aspect of a necessary and multi-faceted approach to protect US industries against China’s manufacturing overcapacity. ‘The US needs a comprehensive and coordinated response, and tariffs are a powerful but blunt […]
