#critical-minerals
(16 articles)80% of Leaders Expect Permanent Trade Disruption from Tariffs, AI
A new DMCC Future of Trade Report reveals that 80% of business leaders expect permanent disruption to global commerce driven by three converging forces: tariff volatility, artificial intelligence adop
Sulphuric Acid Shortage Threatens Rare Earth Supply Chain
A disruption in sulphuric acid supply is creating cascading impacts across the ionic rare earth element (REE) production chain, signaling a critical vulnerability in downstream processing for advanced
Japan's Rare Earth Dependency: A Wider Supply Chain Risk
Japan's reliance on rare earth elements exposes a more fundamental supply chain vulnerability that extends well beyond a single commodity category. The article highlights how Japan's manufacturing eco
Myanmar Military Rare Earth Offensives Threaten Global Supply Chains
Military offensives in Myanmar are creating acute supply chain vulnerabilities centered on rare earth element (REE) production and processing. Myanmar is a significant player in global rare earth supp
US Critical Minerals Policy Gaps Threaten Supply Chain Resilience
The article highlights a critical vulnerability in the United States' approach to critical minerals supply chain resilience: policy gaps at the upstream extraction and processing stages. While the US
Korea Establishes Supply Chain Resource Security Hub
South Korea has established a dedicated resource security control tower—a centralized governance mechanism designed to anticipate, monitor, and mitigate supply chain disruptions affecting critical mat
Zimbabwe Lithium Export Ban: 2026 Supply Chain Impact
Zimbabwe's announced lithium export ban set to take effect in 2026 represents a significant structural disruption to global battery and electric vehicle supply chains. This policy decision restricts a
China Halts Sulphuric Acid Exports, Threatening EV Battery Supply
China's decision to halt sulphuric acid exports represents a significant disruption to global EV battery supply chains, a critical juncture for the automotive and energy sectors. Sulphuric acid is a k
Iran War Threatens Critical Mineral Supply Chains via Hormuz
The escalating Iran-related tensions threaten to disrupt the Strait of Hormuz, a critical chokepoint through which roughly 20% of global oil and a significant portion of critical mineral shipments tra
US Critical Minerals Supply Chains Face Systemic Shocks
The Atlantic Council has published a comprehensive stress test analysis examining vulnerabilities in US critical minerals supply chains, highlighting systemic risks that could cascade across multiple
US-China Trade War Threatens Global Energy Transition Goals
The Carnegie Endowment analysis examines how intensifying US-China trade tensions could fundamentally obstruct global progress toward clean energy adoption and climate targets. Since China dominates p
Critical Minerals Supply Risk Threatens Aerospace and Defense
Deloitte's analysis highlights the growing vulnerability of aerospace and defense supply chains to critical minerals disruptions. These sectors depend heavily on specialized materials—rare earth eleme
Tungsten Supply Chain Faces Geopolitical Disruption Risks
Tungsten, a critical mineral essential for electronics, aerospace, defense systems, and high-temperature manufacturing, faces emerging geopolitical supply chain warfare risks. The article highlights h
China Defends Rare Earth Controls as Trump Proposes 100% Tariffs
China has responded defensively to U.S. threats of imposing 100 percent tariffs by reaffirming its commitment to controlling rare earth element exports—a critical leverage point in escalating U.S.-Chi
China Threatens Trade Escalation Over Rare Earth Tariffs
China has responded defiantly to U.S. tariff actions on rare earth elements, characterizing American trade policy as hypocritical and signaling willingness to engage in prolonged trade conflict. This
Critical Minerals: Licensing & Tariffs Create New Supply Chain Risks
Governments worldwide are increasingly using licensing requirements and tariff mechanisms to control access to critical minerals essential for electronics, batteries, and renewable energy. This policy