Critical Minerals in the Trade War: Strategies for Market Positioning
The global race for critical minerals is fundamentally reshaping economic and geopolitical power.
While the U.S. decisively works to strengthen supply chain resilience, the new administration is building on a work in progress left by the outgoing U.S. Trade Representative and the U.S. Commerce Secretary to secure America’s critical minerals supply. Meanwhile, China continues to assert its dominance, leveraging control over these essential resources as a strategic advantage.
Unlike the semiconductor sector, the landscape of critical minerals represents a crucial battleground where Beijing employs a comprehensive and assertive strategy.
In this compelling webinar, produced in collaboration with Coherra, industry experts Stuart Macliver and Tomasz Nadrowski from Amvest Terraden, along with moderator Scott Sowell, will delve into the complexities of this critical issue. They will provide valuable insights on how mining investments and market strategies must adapt to this sector's rapidly evolving dynamics.
Key Questions We’ll Explore:
What role do critical minerals play in the ongoing standoff between China and the West?
What factors contribute to China's overwhelming dominance in this arena?
Is this situation a conflict or simply competition, and why does this distinction carry weight?
What challenges will the new U.S. administration face in addressing these pressing issues?
How can investors strategically benefit from supply chain disruptions and shifting dynamics?
This dynamic discussion will equip you with the insights needed to confidently navigate the challenges and seize the opportunities in the global critical minerals market.