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Critical Mineral Chokepoints Extend Far Beyond Mining and Refining

rhg.com · 2,402 words · saved by 1 readers

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RHODIUM GROUP | CHINA CRITICAL MINERAL CHOKEPOINTS Critical Mineral Chokepoints Extend Far Beyond Mining and Refining May 14, 2026 Laura Gormley (lgormley@rhg.com), Camille Boullenois (cboullenois@rhg.com), Oliver Melton (omelton@rhg.com) Beijing’s export controls have focused global attention on its dominance of raw and refined critical minerals. These upstream sectors logically became the focus of the recent sprint to develop new capacity and stockpiles, but China’s leverage over critical mineral supply…

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