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