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America's Critical Minerals Dilemma with Ashley Zumwalt-Forbes

The HC Commodities Podcast

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Navigating Critical Minerals Supply Chains

This chapter examines the complexities of the critical minerals supply chain in the U.S., focusing on the urgent need for robust upstream, midstream, and downstream capabilities. It highlights the risks associated with relying heavily on a single country for production, particularly in the context of geopolitical tensions with China. The discussion includes potential government measures to strengthen local expertise and secure investments, especially in light of recent policies such as the Inflation Reduction Act.

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