China flexes lithium dominance with plans for tech-export curbs
Beijing proposes including battery cathode material preparation technology to its catalog of applications that are subject to export bans or restrictions.
Canadian and Mexican exports unlikely to be cost-competitive and US would look elsewhere for 16% of its refined copper imports and 48% of semi-finished copper products.
China accounted for 48% of the world’s mined antimony last year, alongside 59.2% of global refined germanium production and 98.8% of refined gallium output in 2023.
Achieving energy dominance will necessitate substantial quantities of minerals, ranging from tungsten in exploration drill bits to copper in electrical transmission lines.