Uploaded August 2025 | Updated September 2026, 13 hours ago
Critical minerals have become a cornerstone of economic and geopolitical competition, essential to technologies from EVs to advanced defense systems. China’s dominance in the sector reflects decades of strategic planning and global shifts in supply chains. This conversation examines how China attained its current position, the scale of its capacity, and why these minerals are so vital to national security and the energy transition. It also considers how recent global disruptions, including the war in Ukraine, COVID-19, and the U.S.-China trade war, have exposed strategic vulnerabilities in mineral supply chains. In response, the United States and its partners are seeking alternative supply chains through multilateral initiatives and emerging technologies to reduce dependence on China. As the global demand for critical minerals surges, policy choices made now will shape the future of technological leadership and economic resilience.
About the program: ncuscr.org/event/unearthing-leverage-critical-minerals-in-us-china-competition
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The National Committee on United States-China Relations is the leading American, nonprofit, nonpartisan organization devoted to promoting constructive engagement between the United States and China. Learn more: ncuscr.org/about.
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► Visit our website for the latest information on our upcoming events, programs, digital content, and more: ncuscr.org
► Support our mission to promote understanding and cooperation between the United States and China: secure.givelively.org/donate/ncuscr/promote-engagement
Critical minerals have become a cornerstone of economic and geopolitical competition, essential to technologies from EVs to advanced defense systems. China’s dominance in the sector reflects decades of strategic planning and global shifts in supply chains. This conversation examines how China attained its current position, the scale of its capacity, and why these minerals are so vital to national security and the energy transition. It also considers how recent global disruptions, including the war in Ukraine, COVID-19, and the U.S.-China trade war, have exposed strategic vulnerabilities in mineral supply chains. In response, the United States and its partners are seeking alternative supply chains through multilateral initiatives and emerging technologies to reduce dependence on China. As the global demand for critical minerals surges, policy choices made now will shape the future of technological leadership and economic resilience.
About the program: ncuscr.org/event/unearthing-leverage-critical-minerals-in-us-china-competition
_____________________________________________
The National Committee on United States-China Relations is the leading American, nonprofit, nonpartisan organization devoted to promoting constructive engagement between the United States and China. Learn more: ncuscr.org/about.
► Subscribe to our channel: ncuscr.video/subscribe-youtube
► Check out the rest of our videos and podcasts here: ncuscr.org/media
► Follow @NCUSCR on Twitter: twitter.com/ncuscr
► Facebook: facebook.com/NCUSCR
► Linkedin: linkedin.com/company/ncuscr
► Instagram: instagram.com/ncuscr
► TikTok: tiktok.com/@ncuscr1966
► Weibo: weibo.com/ncuscr
► Visit our website for the latest information on our upcoming events, programs, digital content, and more: ncuscr.org
► Support our mission to promote understanding and cooperation between the United States and China: secure.givelively.org/donate/ncuscr/promote-engagement
