Friend-shoring part 1: Scramble for critical minerals

It’s time to take stock of the scramble for critical raw materials, say Simon J. Evenett and Johannes Fritz in CEPR Press. Zeyi Yang breaks down China’s restrictions on critical minerals for semiconductors for the MIT Technology Review. What critical minerals could the US and its partners produce? Bentley Allan, Noah Gordon, and Cathy Wang make projections for the Carnegie Endowment for International Peace. Can the world secure critical minerals for clean energy without alienating China? asks Zongyuan Zoe Liu for the Council on Foreign Relations. Cullen S. Hendrix explains why the EU proposal for a critical minerals buyers’ club is a bad idea, for the Peterson Institute for International Economics.

Mentioned publications

The Scramble for Critical Raw Materials: Time to Take Stock? The 31st Global Trade Alert Report – Simon J. Evenett and Johannes Fritz, CEPR Press, 2023
How urgent is the need to scramble for critical raw materials resources?
China just fought back in the semiconductor exports war. Here’s what you need to know. – Zeyi Yang, MIT Technology Review, June 10, 2023
What do China’s restrictions on gallium and germanium exports mean for technology trade?
Friendshoring Critical Minerals: What Could the U.S. and Its Partners Produce? – B Bentley Allan,  Noah Gordon,  Cathy Wang, Carnegie Endowment for International Peace, May 3, 2023
An analysis of what the US and its allies can produce and what amounts are needed by 2030.
How to Secure Critical Minerals for Clean Energy Without Alienating China – Zongyuan Zoe Liu, Council on Foreign Relations, May 25, 2023
Can the US and its allies secure supply chains while maintaining China’s buy-in towards a clean energy transition?
Why the proposed Brussels buyers’ club to procure critical minerals is a bad idea – Cullen S. Hendrix, Peterson Institute for International Economics, May 4, 2023
The EU’s proposed buyers’ club may hurt more than help.