<p>Join us&nbsp;for&nbsp;our annual Summits in Singapore,&nbsp;Houston&nbsp;and London: <a target="_blank" rel="noopener noreferrer nofollow" classname="text-underline" href="https://rystad.info/49X79uF">https://rystad.info/49X79uF</a></p><p>Let’s&nbsp;Talk Energy and&nbsp;dig into the increasingly&nbsp;contentious world of critical minerals.&nbsp;These materials,&nbsp;and particularly rare earth elements,&nbsp;have vaulted to&nbsp;the&nbsp;forefront&nbsp;of&nbsp;the growing intersection between&nbsp;energy and security, forcing&nbsp;the&nbsp;West to reckon with&nbsp;China’s&nbsp;almost complete&nbsp;dominance of a sector that is the building block for everything from renewable power generation and batteries to computer chips and radar systems. The US and many of its allies are trying to rapidly develop&nbsp;a viable&nbsp;alternative supply chain through a combination of industrial policy, trade&nbsp;diplomacy&nbsp;and innovation.&nbsp;While seen as a critical issue for both countries,&nbsp;the summit between&nbsp;China’s President Xi Jinping and US President Donald Trump&nbsp;resulted in no concrete advances in trade policy, leaving an uneasy truce between the two sides.&nbsp;</p><p>How&nbsp;did&nbsp;China become so dominant in mining and processing critical minerals, particularly rare earth elements and how&nbsp;is it using this leverage?&nbsp;</p><p>How can the West begin to close the gap and why are&nbsp;new approaches&nbsp;needed for&nbsp;non-Chinese&nbsp;companies to compete?&nbsp;</p><p>What does&nbsp;a viable&nbsp;critical minerals industry in the West look like,&nbsp;and how long&nbsp;could&nbsp;it take to develop? &nbsp;</p><p><strong>Related Analysis</strong>&nbsp;</p><p><a target="_blank" rel="noreferrer noopener" classname="text-underline" href="https://www.rystadenergy.com/insights/putting-things-in-perspective-data-center-investments-now-on-par-with-renewables">Putting things in perspective: Data center investments now on par with renewables, oil and gas</a>&nbsp;(available to non-clients)&nbsp;&nbsp;</p><p><a target="_blank" rel="noreferrer noopener" classname="text-underline" href="https://portal.rystadenergy.com/article-detail/670835?qid=3b7f80a1f9e0d105c328978e7c5c173f&amp;oid=doc_670835">Battery Metals Weekly: US zeros in on independent critical minerals supply</a>&nbsp;(clients only)&nbsp;</p><p><a target="_blank" rel="noreferrer noopener" classname="text-underline" href="https://portal.rystadenergy.com/article-detail/648889?qid=3b7f80a1f9e0d105c328978e7c5c173f&amp;oid=doc_648889">Battery Metals Weekly: US eyes recycling for critical mineral independence </a>(clients only)&nbsp;</p><p><a target="_blank" rel="noreferrer noopener" classname="text-underline" href="https://portal.rystadenergy.com/article-detail/647391?qid=3b7f80a1f9e0d105c328978e7c5c173f&amp;oid=doc_647391">Tariff update: Tariff politics intensify as G7 mineral bloc forms</a>&nbsp;(clients only)&nbsp;</p><p><strong>Related Episodes </strong>&nbsp;</p><p><a target="_blank" rel="noreferrer noopener" classname="text-underline" href="https://www.rystadenergy.com/podcasts/will-power-hungry-data-centers-overwhelm-the-grid">Will power-hungry data centers overwhelm the grid?</a>&nbsp;</p><p><a target="_blank" rel="noreferrer noopener" classname="text-underline" href="https://www.rystadenergy.com/podcasts/winners-and-losers-in-trump-s-energy-agenda-with-mike-mccormick">Winners and losers in Trump’s energy agenda</a>&nbsp;</p><p>Let’s Talk Energy is a <a target="_blank" rel="noreferrer noopener" classname="text-underline" href="http://www.rystadenergy.com/">Rystad Energy</a> Production. &nbsp;&nbsp;<br> Produced by Elliot Busby &amp; <a target="_blank" rel="noreferrer noopener" classname="text-underline" href="https://badeog.no/">Både Og</a>. &nbsp;&nbsp;<br> Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker &amp; Erik Means. &nbsp;&nbsp;<br> Follow us on:&nbsp;&nbsp;<br> <a target="_blank" rel="noreferrer noopener" classname="text-underline" href="https://www.linkedin.com/company/rystad-energy/">LinkedIn</a> &nbsp;&nbsp;<br> <a target="_blank" rel="noreferrer noopener" classname="text-underline" href="https://www.youtube.com/@Rystad.Energy">YouTube</a> &nbsp;&nbsp;<br> <a target="_blank" rel="noreferrer noopener" classname="text-underline" href="https://www.instagram.com/rystad_energy/">Instagram</a> &nbsp;&nbsp;<br> <a target="_blank" rel="noreferrer noopener" classname="text-underline" href="https://x.com/RystadEnergy">X</a> &nbsp;</p>