Tag: Rare earths
Critical Minerals Bottleneck Unblocked By Weed (Seaweed, That Is)
A new US startup aims to harvest critical minerals from seaweed, avoiding the environmental and social impacts of conventional mining.
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The Geopolitics Of Critical Minerals: China’s Grip & The West’s Response
Recently, I stood — virtually — before an audience of global institutional investors, invited by Jefferies investment bank to speak alongside six other experts on the deepening geopolitical tensions between the U.S. and China and their implications. Amid this intense discussion, one of the central themes was the rapid return … [continued]
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The Great Realignment: What Global Investors Must Know About China in 2025
The world is in the middle of a structural reset—one where global capital can no longer pretend geopolitics, climate, and industrial policy are background noise. From liquefied gas to lithium, from advanced chips to artificial intelligence, the foundations of the global economy are now strategic terrain. It’s in this moment—when … [continued]
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China Just Turned Off U.S. Supplies Of Minerals Critical For Defense & Cleantech
In April 2025, while most of the world was clutching pearls over trade war tit-for-tat tariffs, China calmly walked over to the supply chain and yanked out a handful of critical bolts. The bolts are made of dysprosium, terbium, tungsten, indium and yttrium—the elements that don’t make headlines but without … [continued]
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