Japan’s experience since the 2010 rare earth shock shows both the possibilities and limits of securing critical mineral supply chains in an era of intensifying resource geopolitics.
Kunihiko Shinoda is Professor at the National Graduate Institute for Policy Studies (GRIPS), Japan. He is also Senior Fellow at the Nakasone Peace Institute. Shinoda has held several senior positions ...
Luca Mattei is a commodities and macroeconomic analyst based in Rome, Italy, specialising in the intersection of energy markets, supply chains and geopolitical risk. He is the founder of LM Trading & ...
The stability of South and Southeast Asia's food supply may depend as much on global exporters' balance sheets as on their harvests.
Critical minerals buyers’ clubs represent an ambitious attempt at demand-side coordination. They promise price stability, ...