Critical Minerals
US export controls and AI supply chain chokepoints, led by EUV lithography, are vital to slowing China and preserving the US AI lead.
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January 14, 2026
Pax Silica — Can it Stop China?
The US has launched a coalition to head off China’s challenge to its semiconductor supremacy. It needs work.
November 14, 2025
The Next Critical Mineral Battle: Potash and Phosphate
Concerns over critical minerals have focused on industrial inputs. That’s a mistake: the risks to our food supply are also significant.
October 14, 2025
How to Loosen China’s Stranglehold on Rare Earths
Beijing has imposed sweeping curbs on rare earth exports. The US and Europe must diversify supplies.
June 25, 2025
Rare Earths: Can We De-Risk From China?
China’s stranglehold on critical minerals and rare earths poses a giant challenge for Washington. Investment is needed.
May 16, 2025
Why the US-Ukraine Minerals Deal Matters
The agreement to set up a US-Ukraine Reconstruction Investment Fund reinforces security, sovereignty and strategic supply chains.
May 12, 2025
Europe’s Scramble for Military Minerals
Europe is racing to secure critical raw materials for its defense — but can it avoid the strategic errors of the past?
May 1, 2025
‘Historic’ US-Ukraine Minerals Deal
It’s been a long and hard road to agreement, but Ukraine has much to be happy with and the Kremlin does not.
April 17, 2025
Rare Earth Minerals: China + Tariffs = Crisis
The West faces a tough choice: make massive recycling investments or rely on China.
August 8, 2023
Gallium, Germanium, and China — The Minerals Inflaming the Global Chip War
China has fired a salvo in the tech tussle, limiting exports of two rare metals used in semiconductor manufacturing. Short-term damage is small, but the West must wake up.