Critical Minerals at a Crossroads: Navigating Supply, Demand, and Geopolitics

Podcast: The Decisive Podcast: Insights and analysis to empower confident decision-making. · S&P Global Market Intelligence

Opublikowano: 2026-03-21

As the global transition to clean energy, advanced technology, and artificial intelligence accelerates, the demand for critical minerals—including copper, lithium, and rare earth elements—is reshaping supply chains and intensifying geopolitical competition. In this episode of The Decisive Podcast, host Kristen Hallam leads a discussion with S&P Global Market Intelligence experts to examine the evolving landscape of critical minerals. The panel explores how changing definitions, trade flows, and strategic stockpiling are influencing both businesses and governments worldwide. Senior Supply Chain Analyst Eric Oak discusses the complexities of critical mineral classifications and shifting global trade patterns. Seni...