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GeopoliticsGlobal power, conflict, and policy intelligenceShowing 2 of 2
Global power, conflict, and policy — the stories reshaping the world order.
GeopoliticsShowing 2 of 2
> "China produces 200 million televisions and 1.5 billion smartphones per year. Producing the TV sets guarantees offtake of 25 to 30 metals, while the phones require close to 60 metals. Televisions require the same critical minerals for which many governments are trying to develop alternative suppliers, but there are far fewer potential buyers outside of defense-related supply chains because commercial demand for…
China's rapid expansion of electricity and concentration of upstream materials production has created a strong pro-cyclical environment that is difficult to compete with and almost impossible to replicate. - [Rogan Quinn](https://rhg.com/team/rogan-quinn/) Source: [Report](https://rhg.com/research/minerals-metals-and-megawatts-how-chinas-power-generation-drives-its-industrial-metals-ecosystem/) **Executive…
"China produces 200 million televisions and 1.5 billion smartphones per year. Producing the TV sets guarantees offtake of 25 to 30 metals, while the phones require close to 60 metals. Televisions require the same critical minerals for which many governments are trying to develop alternative suppliers, but there are far fewer potential buyers outside of defense-related supply chains because commercial demand for…
China's rapid expansion of electricity and concentration of upstream materials production has created a strong pro-cyclical environment that is difficult to compete with and almost impossible to replicate. - Rogan Quinn
Source: Report **Executive…