Critical raw materials

July 29, 2026 | Daniel Swift |

The State Department’s $500 Million Bet To Beat China on African Minerals

Trade over aid is Washington’s newest old idea for Africa.  On July 24, the State Department launched the U.S.-Africa Strategic Investment Program — a $500 million effort and...

July 2, 2026 | Josh Birenbaum, Antonia-Laura Pup

Why NATO Should Pivot Toward Economic Security

In the coming decades, military burden-sharing won’t be enough to ensure Transatlantic security.

June 29, 2026 | Daniel Swift, Susan Soh

Sanctioning DR Congo’s Blood Gold Is Smart, but Not Enough

The east of the Democratic Republic of Congo (DRC) is now at the center of the U.S.-China critical mineral conflict. On June 25, the U.S. Treasury sanctioned a network based in the Rwandan capital of...

June 24, 2026 | Daniel Swift |

China Targets the U.S. Rare Earth Comeback

The short pause in U.S.-China minerals warfare is over. The May 2026 Trump-Xi summit in Beijing raised hopes of extending the critical minerals truce that began at the October 2025 Busan summit, where...

June 12, 2026 | Angela Howard |

U.S. Turns to Central Asia To Combat China’s Rare Earth Dominance

The United States is vulnerable to Chinese control over critical mineral supply chains. To reduce its dependence on Beijing, Washington is increasingly looking to Central Asia. On June 10, U.S. special...

May 15, 2026 | Josh Birenbaum, Daniel Swift

Trump and Xi talk Strait past each other at summit

Trump and Xi met face-to-face, but their minds are worlds apart. Both sides described this week’s summit as constructive and there were no major surprises, but based on initial readouts, the two leaders...

May 12, 2026 | David May, Theodore Schneiderman

How South Africa’s Corruption Makes It Vulnerable to Foreign Infiltration

With its rampant debt and public embezzlement, South Africa will have difficulty becoming a closer US partner.

April 17, 2026 | Elaine K. Dezenski, Daniel Swift

CATL’s Mining Push Escalates China’s Critical Minerals Offensive

China’s battery giant is going vertical. CATL, the world’s largest battery manufacturer, announced a $4.4 billion investment to launch a dedicated mining subsidiary focused on securing critical mineral...

March 19, 2026 | Elaine K. Dezenski, Daniel Swift, Susan Soh

Forging a New Critical Minerals Reality