China’s dominance over the supply of rare earths — which are critical for energy transition and defense technologies — should spur U.S. policymakers to bolster raw materials supply chains, write energy fellow Michelle Michot Foss and co-author Jacob Koelsch.
Michelle Michot Foss, Jacob KoelschDecember 19, 2022
The authors examine tensions in nickel supply and value chains within the context of broad aspirations to electrify transport. Through their case study, which focuses on China’s growing presence in Indonesian nickel extraction and processing, they contend that China is positioning itself as a gatekeeper to the energy transition — with vast implications for strategic planning in the United States.
In this study, Al Troner reviews, analyzes, and tracks the changes that have emerged in US oil and gas over recent years, and surveys the implications of modification, or full abolition, of the decades-long US crude oil export ban.