The Fuse

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U.S. Critical Minerals Diplomacy Gains Ground in Asia

The recent deals between the United States and Cambodia, Malaysia, and Thailand demonstrate the Trump Administration’s interest in cultivating broader relationships in Asia through critical minerals dealmaking, marking a rapid expansion of U.S. critical minerals diplomacy in the region. Whether these agreements translate into sustained cooperation and real project delivery will depend on follow-through, financing, and the ability to reconcile differing priorities among partners.

topics: critical minerals

What’s New in the New U.S.-Australia Critical Minerals Agreement?

The new United States-Australia Minerals Framework marks the next phase of a partnership that has been steadily deepening for years, and builds on sustained cooperation that was initiated by the first Trump administration. The Framework calls for increased collaboration, potential strategic stockpiles and reserves, and price floors, but many of these policy tools are still in early stages, and key decisions lie ahead.

topics: critical minerals, supply chains

PRC’s Evolving Export Controls: From Retaliation to a Global Compliance Regime

China's recent expansion of export controls to super hard materials, medium and heavy rare earth elements (REEs), REE production equipment, and high-density lithium-ion batteries and battery materials highlights China's desire to institutionalize control over global supply chains and the dangerous vulnerabilities driving long-term diversification and resilience efforts among allied economies.

topics: China, critical minerals, Geopolitics

The National Security Case for America’s Only Alumina Refinery

Primary aluminum is indispensable to U.S. national defense, critical for fighter jets, Navy vessels, missile systems, and other technologies. With only one domestic alumina refinery operating, the Atalco facility in Louisiana, America faces a single-point-of-failure risk in its defense supply chain.

topics: aluminum, National Security, supply chains

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