“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 […]
E&E News: Biden ratchets up tariffs on Chinese EVs, solar, batteries
“Abigail Hunter, executive director of SAFE’s Center for Critical Minerals Strategy, said the administration’s approach makes sense. The delay on graphite tariffs, she said, gives domestic producers time to build capacity and is ‘a thoughtful timeline that syncs with other policies and long-term goals.’ ‘Trade policies for mineral supply chains are ideally measured, incremental and […]
