Source link : https://tech365.info/the-geopolitics-of-crucial-minerals-chinas-grip-the-wests-response-cleantechnica/
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Lately, I stood — just about — earlier than an viewers of world institutional buyers, invited by Jefferies funding financial institution to talk alongside six different specialists on the deepening geopolitical tensions between the U.S. and China and their implications. Amid this intense dialogue, one of many central themes was the speedy return of business insurance policies to Western economies after 4 a long time of dominance by market-driven ideologies. This represents not merely a cyclical shift however a structural response to a profound reshaping of the worldwide financial panorama, notably within the context of power transition and decarbonization by means of the tip of this century.
For years, I’ve analyzed and projected key developments in decarbonization, protecting all the pieces from renewable power and electrification to superior battery chemistries and the scaling of inexperienced hydrogen. Underlying these projections has at all times been a recognition of the need for a dependable provide of essential minerals. Lately, as I’ve sharpened my evaluation by means of a mix of technical feasibility, financial modeling, and assessments of human elements reminiscent of regulatory frameworks and geopolitical dangers, one persistent threat loomed massive: China’s…
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Author : tech365
Publish date : 2025-05-04 11:16:00
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