The Trivium China Podcast Ep 17 - Trivium Markets and Politics - Xi Jinping's innovation obsession + the critical minerals race
Mar 14, 2025
In this discussion, Lewis Black, co-founder and CEO of Almonty Industries, and Cory Combs, Head of Critical Minerals and Supply Chain Research at Trivium China, delve into the pressing issues of critical minerals and supply chain geopolitics. They explore why the West is overly reliant on Chinese supply chains and the wake-up call the 2008 financial crisis should have been. The conversation shifts to addressing the disparities between commercial and national interests, as well as strategies for the U.S. to diversify its critical supply chains.
AI Snips
Chapters
Transcript
Episode notes
China's Steady Hand
- China maintains a steady policy course despite global volatility, contrasting with the U.S. and Europe's reactions.
- This consistency defies Western narratives about China being on the back foot.
Tech Over Growth
- Xi Jinping prioritizes technological advancement over rapid economic growth.
- He emphasizes integrating science, technology, and industrial innovation, particularly in Jiangsu province.
China's Market Reforms
- China's focus on market-oriented reforms, like removing internal barriers and promoting regional integration, often goes unnoticed.
- These reforms accompany industrial policies, creating a complex and dynamic economic landscape.