How the US Is Trying to Challenge China's Critical Mineral Dominance

How the US Is Trying to Challenge China's Critical Mineral Dominance

May 28, 2026 · 52 min · Season 16 · Episode 23

About this episode

The episode discusses the U.S. efforts to compete with China's dominance in critical minerals and the challenges it faces.

The U.S. is rapidly reshaping its trade and industrial policies to build new critical mineral supply chains as part of a broader effort to reduce the country's dependence on China for these strategic resources. So far, however, most of Washington's deals have focused primarily on securing access to raw materials such as cobalt, lithium, and rare earths. That alone may not be enough to compete with China, which has spent decades investing hundreds of billions of dollars in the infrastructure, processing capacity, and skilled workforce needed to build resilient supply chains. Zainab Usman, senior research scholar and managing director of international programs at Columbia University's Center on Global Energy Policy, recently published a new paper examining how the U.S. is adapting its trade policies to strengthen its critical minerals strategy. She joins Eric and Géraud from Washington to discuss whether these efforts can realistically help the United States narrow the gap with China. 📌 Topics Covered in This Episode America's critical minerals strategy U.S.-China supply chain competition Why extraction alone isn't enough The infrastructure and workforce gap Trade policy as…

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