The geopolitics of rare earth elements

For those steeped in the world of AI development, the major differences between tech giants’ chip strategies are easy enough to see: the speed of Google’s TPUs, the affordability of Amazon’s Trainium, and Nvidia’s market dominance. But those same companies’ respective energy stra ...  Show more

One of the biggest challenges with technologies that reduce greenhouse gas emissions is that they require mass adoption. Solar radiation management (SRM) has the opposite problem. By Stardust Solutions’ estimate, dispersing three million tons of reflective particles into the stra ...  Show more

ICYMI: Joshua Ballard, CEO of USA Rare Earth, discusses the challenges faces American companies interested in producing and refining the crucial raw materials that are used in the likes of missiles, electric vehicles, MRI machines and other advanced technologies - while China sta ...  Show more

The XXIst century economy will be powered by 'critical minerals' such as lithium, nickel, cobalt, and rare earths. China has spent the past 20 years building a dominant position across the supply chain for these metals.The rest of the world is finally waking up to the economic an ...  Show more

Misha Glenny explores the world of rare earth metals and other critical raw materials. They are vital for the future of technology and the green transition. But some see China's monopoly on production as a major global threat. In the first of two episodes, Misha finds out what th ...  Show more

With global temperatures rising and an increasing urgency to speed progress on the energy transition, our Head of Sustainability Equity Research examines the key materials needed—and the risks of disruption from US-China trade tensions.

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