China's dominance in critical minerals threatens US infrastructure, sparking a trillion-dollar investment race.
Key takeaways
The US is at a critical inflection point in economic growth due to past capital-light strategies.
Significant market value was created without substantial capital investment, leading to fragile infrastructure.
The demand shock for critical minerals is driven by technological advancements and a supply shock.
A trillion-dollar capital cycle is expected every ten years for the next thirty years in infrastructure and commodities.
The US has gone global in an attempt to break China's global Critical Minerals monopoly. Despite some encouraging signs, the US…
A new race to secure critical minerals is unfolding across the global economy.
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Critical minerals have already been at the center of mounting conflict between the U.S. and China. These tensions laid bare…
