Live flash talk replay: Critical mineral export controls
Earlier this week, Associate Director of Energy Research Cory Combs joined Trivium Co-founder Andrew Polk for a live flash talk to discuss China’s recent critical mineral export controls.
The gents get into the details of China's long-term supply chain strategy and identify ores that offer Beijing crucial leverage over its international competitors.
Among other things, they explain why:
- China is reluctant to rush retaliatory measures
- Lithium is unlikely to be subject to significant export controls
- Tungsten, on the other hand, is a highly attractive target
- Environmental protection is not a priority for China's mining sector