Is the U.S. Winning the Critical Minerals Race?

We have a returning guest today in Bryan Bille, Head of Geopolitical Risk and Policy Analysis at Benchmark Mineral Intelligence.

Today’s pod is a follow-up to Bryan’s first discussion where he set the stage around how different countries are approaching the supply chain build out for critical minerals.

As elbows in Brussels, Washington and Beijing continue to sharpen, we look at the moves different countries have made and see who is in the lead, who is close, and who is fading. We also look at how overall demand has shifted and rank which sectors are set to benefit and what it will take to truly compete with Beijing. Bryan also offers his views on M&A and consolidation in the space.