As President Trump and President Xi Jinping prepare for high-stakes talks following the breakdown of the May Geneva trade agreement, China’s tightening grip on critical mineral exports—especially graphite, rare earths, and...more
6/10/2025
/ Acquisitions ,
Artificial Intelligence ,
China ,
Clean Energy ,
Energy Policy ,
Energy Sector ,
Geopolitical Risks ,
International Trade ,
Mergers ,
Minerals ,
National Security ,
Renewable Energy ,
Supply Chain ,
Tariffs
A recent Reuters report outlines potential implications of recent U.S. trade and industrial policy changes for the critical minerals supply chain — a key component in the development of clean energy technologies....more
The U.S. battery sector faces significant challenges that could impede its growth, particularly as the demand for energy storage rises with the push for renewable energy. A major issue is the increasing reliance on lithium...more
President Trump’s aggressive tariff policies—10% on Chinese imports and 25% on Canadian and Mexican goods (temporarily suspended)—are disrupting global trade and taking a toll on the clean energy market. Rising Costs: Tariffs...more