Unearthing Leverage: Critical Minerals in U.S.-China Competition

Critical minerals have become a cornerstone of economic and geopolitical competition, essential to technologies from EVs to advanced defense systems. China’s dominance in the sector reflects decades of strategic planning and global shifts in supply chains. This conversation examines how China attained its current position, the scale of its capacity, and why these minerals are so vital to national security and the energy transition. It also considers how recent global disruptions, including the war in Ukraine, COVID-19, and the U.S.-China trade war, have exposed strategic vulnerabilities in mineral supply chains. In response, the United States and its partners are seeking alternative supply chains through multilateral initiatives and emerging technologies to reduce dependence on China. As the global demand for critical minerals surges, policy choices made now will shape the future of technological leadership and economic resilience. 

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