Critical Minerals
2 articles

Global Markets
Two Roads to Mineral Security: Why Nations Must Choose Between Self-Sufficiency and Partnership
Nations face a critical mineral supply chain dilemma, balancing costly domestic self-sufficiency against dependence-creating international partnerships. The optimal strategy requires a hybrid approach, tailored to national circumstances, to ensure both economic efficiency and security.
Arthur Sterling·November 1, 2026

Global Markets
Four Ways to Diversify Critical Mineral Supply Chains—and What Each One Costs
The U.S. Department of Energy identifies four strategic pillars for diversifying critical mineral supply chains: diversifying foreign supplies, developing material alternatives, improving manufacturing efficiency, and investing in recycling and reuse. Each strategy offers distinct mechanisms, trade-offs in speed and cost, and varying exposure to geopolitical risks.
Arthur Sterling·October 26, 2026
