China's "Quasi-Monopolistic" Grip On Critical Materials Ignites Western Supply Race: First To Deliver Wins Big

China's "Quasi-Monopolistic" Grip On Critical Materials Ignites Western Supply Race: First To Deliver Wins Big The global push toward electrification carries several risks, including replacing dependence on foreign oil and natural gas with reliance on Chinese technology and critical materials, as access to cheap electricity dictates investment flows and where AI and industrial bases thrive. Christian Keller, Barclays' global head of economics research, co-authored a note Tuesday on how rapidly accelerating geopolitical fragmentation and surging power demand are rewiring the global economy. He argued that countries must secure traditional fuel supplies...