AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
The China-Global South Podcast
China, Indonesia and the Great Power Competition for Transition Minerals
Nov 26, 2024
Jero Nima, an expert in critical minerals in Southeast Asia, and Putra Adhiguna, managing director at the Energy Shift Institute, delve into the intricate ties between Indonesia's vast nickel industry and global power dynamics. They explore how U.S. policies impact Indonesian nickel exports, particularly in light of China's dominant smelting role. The discussion highlights the urgent need for ethical resource governance, international collaboration for EV demand, and Indonesia's pivotal role in navigating these geopolitical challenges.
52:07
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- The rivalry between the U.S. and China over transition minerals like nickel highlights Indonesia's precarious position in global supply chains.
- Indonesia's nickel industry faces serious environmental and labor issues due to its rapid industrialization, necessitating stronger regulatory standards.
Deep dives
U.S. Mining Policy and Market Dynamics
The U.S. mining industry is facing significant challenges due to current market conditions, particularly with prices for essential minerals like nickel, cobalt, and lithium at decade lows. This economic landscape poses difficulties for American companies aiming to expand their mining operations, especially under the expected leadership of Donald Trump, who seeks to increase domestic mining activities. The Trump administration’s focus on mining could potentially lead to regulatory changes that allow easier access to crucial resources, but these developments must be balanced with environmental concerns and economic viability. As U.S. mining companies navigate this landscape, they may find it harder to compete with China's established dominance in the market.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode