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Malaysia is quietly running one of the more consequential balancing acts in global industrial policy: negotiating rare earth technology, investment...
BRUSSELS — The European Union is establishing a dedicated crisis task force to prepare for a possible escalation in tensions with China over rare earth exports,...
US shipments of yttrium — a rare earth element critical to advanced semiconductor manufacturing — have collapsed roughly 95%, from 333 tons to just 17 tons,...
As the United States and its G7 partners race to build critical minerals supply chains outside China’s control, ASEAN economies — sitting on some of the...
China posted a record export month in June 2026. Nearly every outlet covering it led with the same number — $412 billion, up 27% — and...
Morgan Stanley says salt is the new oil. GE Vernova builds gas turbines for AI data centres. Copper, lithium, and sodium are the new strategic reserves....
A Strategic Analysis of Critical Minerals Geopolitics It is a significant geopolitical maneuver that signals Washington’s intensifying competition with Beijing over critical mineral supplies, the United...