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Geopolitics | Global power, conflict & policy

Geopolitics · Global power, conflict, and policy intelligence | Showing 3 of 3

Geopolitics | Global power, conflict & policy

Global power, conflict, and policy — the stories reshaping the world order.

Geopolitics · Showing 3 of 3

China’s proportion of refining output of the IEA’s top 20 electrification metals | Report | Rhodium Group

> The country’s dominant position in metals supply chains is not only in electrified metals and rare earths but also in other minor metals like **scandium**, **tungsten**, and **antimony** which are integral to advanced technologies in **aerospace** and **semiconductor** supply chains. While a part of China’s dominant position in supply chains comes from natural endowments, the network effects associated with the…

Mar 25, 2026·China
China’s proportion of refining output of the IEA’s top 20 electrification metals | Report | Rhodium Group

Minerals, Metals, and Megawatts: How China’s Power Generation Drives Its Industrial Metals Ecosystem | March 2026 | Rhodium Group

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…

Mar 25, 2026·China
Minerals, Metals, and Megawatts: How China’s Power Generation Drives Its Industrial Metals Ecosystem | March 2026 | Rhodium Group

https://x.com/jackprandelli/status/2023081614742282583?s=20

*Trends in US critical-mineral deals, July 2025-January 2026*

Feb 16, 2026·Rare Earths
https://x.com/jackprandelli/status/2023081614742282583?s=20
Source
ChinaChina FocusedCommodities
+55 more tags
GeopoliticsKnowledge BytesMacro / EconomicsMarkets & InvestmentsMinerals

China’s proportion of refining output of the IEA’s top 20 electrification metals | Report | Rhodium Group

The country’s dominant position in metals supply chains is not only in electrified metals and rare earths but also in other minor metals like scandium, tungsten, and antimony which are integral to advanced technologies in aerospace and semiconductor supply chains. While a part of China’s dominant position in supply chains comes from natural endowments, the network effects associated with the…

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UJ
Mar 25, 2026
Source
China
Source
Rare EarthsMineralsGeopolitics
+33 more tags
China Focused
Commodities
+1111 more tags
Crude Oil & EnergyFinanceGeopoliticsMacro / EconomicsMarkets & InvestmentsMegawattsMetalsMineralsReportReport, Blogs & InsightsWall Street

Minerals, Metals, and Megawatts: How China’s Power Generation Drives Its Industrial Metals Ecosystem | March 2026 | Rhodium Group

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…

View Full Article
UJ
Mar 25, 2026
CommoditiesMacro / EconomicsReport, Blogs & Insights

https://x.com/jackprandelli/status/2023081614742282583?s=20

Trends in US critical-mineral deals, July 2025-January 2026

View Full Article
UJ
Feb 16, 2026