Critical Mineral Resource Nationalism: What It Means for China and the Global South

Driven by the accelerating global energy transition, resource-rich countries are actively asserting greater control over their critical minerals—lithium, cobalt, nickel, graphite, and rare earths—through a policy shift known as resource nationalism. While the framing of resource nationalism came from global north countries that dislike policies by ...

Australian Firm Produces Heavy Rare Earth, First Outside China

Australian firm Lynas Rare Earths says it has become the first commercial producer outside China of heavy rare earths, used in an array of renewable energy technologies. Lynas produced dysprosium oxide at its new facility in Malaysia, offering customers a non-Chinese ...

Australian Firm Produces Heavy Rare Earth, First Outside China

Australian firm Lynas Rare Earths says it has become the first commercial producer outside China of heavy rare earths, used in an array of renewable energy technologies. Lynas produced dysprosium oxide at its new facility in Malaysia, offering customers a non-Chinese ...

WEEK IN REVIEW: Trump Administration Warns on Using Huawei AI

The Trump administration warned companies around the world that using Huawei AI chips could lead to penalties for breaching U.S. export controls. The U.S. Bureau of Industry and Security said it is “issuing guidance that using Huawei Ascend chips anywhere in the world violates US export controls,” because ...

WEEK IN REVIEW: Trump Administration Warns on Using Huawei AI

The Trump administration warned companies around the world that using Huawei AI chips could lead to penalties for breaching U.S. export controls. The U.S. Bureau of Industry and Security said it is “issuing guidance that using Huawei Ascend chips anywhere in the world violates US export controls,” because ...

Ignoring China Won’t Help African Countries Move up the Critical Mineral Value Chain

Last week, African mining ministers and global leaders gathered in Paris to discuss the continent’s role in the future of critical minerals and responsible sourcing. At the OECD’s High-Level Dialogue on Africa, one message came through loud and clear: Africa must move beyond simply exporting raw ...

China’s Expanding Copper Influence Forces Strategic Calculations in the Global South

The global copper market is at a pivotal moment, and China sits squarely at its core. In recent weeks, copper prices have slid sharply, rattling commodity markets and dragging down the share prices of major copper mining companies across the globe. This downturn reflects growing investors' ...

The New Great Game: China and the West Vie for Influence in Central Asia

Central Asia is one of those regions that isn't getting a lot of attention these days, as it's not a major player in the escalating U.S.-China trade war. But that may soon change as both major powers look to the region ...

Central Asia’s Mineral Magnet: Why China Is Doubling Down on Uzbekistan

As global competition for critical minerals heats up, Central Asia has become a strategic battleground, rich in resources and increasingly central to the ambitions of both regional and global powers. Within this context, China—already deeply engaged in the region's energy and infrastructure sectors—has adopted a more proactive ...

Central Asia’s Mineral Magnet: Why China Is Doubling Down on Uzbekistan

As global competition for critical minerals heats up, Central Asia has become a strategic battleground, rich in resources and increasingly central to the ambitions of both regional and global powers. Within this context, China—already deeply engaged in the region's energy and infrastructure sectors—has adopted a more proactive ...

China’s Export Restrictions on Rare Earths: What It Means for Producer Countries

U.S. policymakers and analysts have raised concerns about China’s recent export restrictions on heavy rare earth elements (REEs), warning that they could seriously disrupt the U.S. economy by cutting off access to materials essential for high-performance magnets, semiconductors and defense systems. While these restrictions will undoubtedly impact ...

Zambia’s Kafue River Disaster Puts China’s Mining Record Under Fire

In February, a tailings dam at a Chinese-owned mine in Zambia collapsed, releasing 50 million liters of acid waste into the Kafue River—a critical water source for millions. The spill sparked national outrage and raised urgent questions about environmental oversight, ...
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