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Microsoft’s reported pull-back from carbon removal and even 2030 clean energy targets proves that the sector needs policy help.
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Two economic planning documents released at the March meeting of China's National People’s Congress include the term "energy powerhouse" for the first time.
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In moments of geopolitical crisis, energy is never just a backdrop. It's often at the center of the story. Today, as conflict involving Iran sends shockwaves through global...
Tom Moerenhout discusses the recent federal investment in a privately held mine in the United States—the Mountain Pass Rare Earth Mine—and the potential risks and rewards of the deal.
Resource-rich African countries have a rare opportunity to benefit or miss out as Washington actively redesigns the rules of global mineral access.
The administration’s rush to secure the components for the military could benefit renewable energy — someday.
The summit marks the White House’s latest attempt to build a counterweight to China’s dominance of African mineral supply chains.
This paper proposes a de-risking framework of policy interventions to provide the risk allocation, revenue certainty and delivery confidence required by mainstream private finance.
This paper examines the trade dimensions of the policy instruments employed by the United States to secure critical minerals supply chains. Drawing on policy statements, executive orders, tariff schedules, and six bilateral critical minerals agreements announced in 2025, it assesses how US trade policy has been repurposed to advance supply-chain security objectives. The paper finds that recent US initiatives reflect bipartisan trends in reconfiguring trade policy that predate the Trump administration, even as they introduce new and consequential trade coordination mechanisms that operate outside the World Trade Organization and beyond conventional free trade agreements. Specifically, US critical minerals security strategy now relies on a differentiated set of sector-specific arrangements that combine familiar elements of US international economic engagement with more novel features that increasingly utilize trade policy instruments. What distinguishes these six minerals deals is their systematic coupling with parallel reciprocal trade negotiations, their incorporation of an explicitly ‘America First’ approach to reciprocity, the absence of a clear ideological hierarchy among partner countries, an emphasis on domestic processing and industrialization, and the growing use of exclusion mechanisms targeting third-party actors. The recurrence of these novel elements across diverse minerals deals suggests deliberate design rather than ad hoc experimentation that may have durable restructuring effects across global mineral supply chains. The paper concludes by outlining implications for US policy makers, for partner countries—particularly mineral-producing low- and middle-income economies—and for the architecture of the global trading system.
