The Fuse

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Move Fast and Control Things: China’s Global AI Expansion Requires a Bold Policy Response

The stakes are clear: Setting global standards will not only shape the future of AI but the principles embedded in its use. Chinese transportation AI exports bring governance models that emphasize centralized control and broad state access to data. For the United States, that raises concerns about privacy, transparency, and market openness in the global transportation system. The White House’s AI Action Plan outlines steps to address these risks, from accelerating deployment and streamlining regulatory approvals to expanding exports of trustworthy, safety-focused AI technologies.

topics: Artificial Intelligence, AVs, China, Mobility

How the Grid can Break Washington’s Gridlock

Electricity demand in the U.S. is surging, driven by data centers, manufacturing, and advanced computing. Yet outdated infrastructure and a complex federal permitting process are slowing the development of new power lines and energy projects. Fortunately, bipartisan support for permitting reform is building, and could be the solution to breaking Washington's gridlock.

topics: Grid, Grid Security, Permitting Reform, Power Generation

Copper Tariffs: Upsides, Unknowns, National Security Considerations, and the Potential for a New Smelter?

Expected copper shortfalls in the coming decade create both an opportunity and a warning: rising demand could incentivize new supply, but failure to meet it will deepen future constraints. The Section 232 investigation puts actions on the table to remedy the situation, but China’s strategic smelting overcapacity will remain a barrier. However, whether the tariff regime will ultimately create a signal to invest in copper refining remains to be seen.

topics: China, Copper, critical minerals, supply chains

Scrap, or Strategic Asset? America Must Rethink its Approach to Secondary Aluminum

Aluminum scrap must be prioritized as a strategic asset, and we must reconsider recycling practices and policies concerning secondary aluminum—not only to meet increasing demand, but to prevent this valuable resource from flowing to our competitors or adversaries.

topics: aluminum, National Security, supply chains

Winning the AI Mobility Race: Four Transportation Priorities in the White House’s AI Action Plan

AI’s impact on transportation extends beyond autonomous vehicles or drones. As AI is increasingly viewed through a geopolitical lens, its use in transportation will hinge on whether the United States builds the supporting infrastructure, sets standards and creates pathways to test and scale AI safely. The AI Action Plan is a first step, but the race is underway.

topics: autonomous vehicles, AVs, Passenger Transport, Transportation