New article (with Serhii Nazarovets):

Raw material supplier or strategic actor? Ukraine’s future in the rare earth sector
Post-Communist Economies

Can Ukraine move from exporting ore to technological sovereignty?

🔗 https://www.tandfonline.com/doi/epdf/10.1080/14631377.2026.2634631?needAccess=true

#RareEarths #CriticalMaterials #Ukraine #Geopolitics #TechnologicalSovereignty

Rare earth elements are at the core of today’s technological and geopolitical competition – from EVs to defence systems. #Ukraine is increasingly part of this landscape.

📊 Ukraine has strong scientific expertise, but it is concentrated in fundamental research, with limited capacity in processing, technology, and patents.

https://www.tandfonline.com/doi/full/10.1080/14631377.2026.2634631

💬 Ukraine has a rare window of opportunity. The question is: quarry or strategic actor?

#RareEarths #CriticalMaterials #Geopolitics #Innovation #EU

The European Union’s climate goals are at risk without China’s raw materials.

The EU is struggling to diversify its supply of critical raw materials by the end of the decade, risking a successful energy transition and continued high dependence on China, according to a European Court of Auditors report published Monday.

China accounts for 60% of global production of critical raw materials and 90% of refining capacity.

https://mediafaro.org/article/20260202-the-european-unions-climate-goals-are-at-risk-without-chinas-raw-materials?mf_channel=mastodon&action=forward

#EU #CriticalMaterials #EnergyTransition #Industry

The Race to the Bottom | Art Berman https://www.artberman.com/blog/the-race-to-the-bottom/

#energy #CriticalMaterials #Geopolitics

GM’s CEO Issues Warning Over Cheap Chinese EVs In North America

In case you didn’t hear the news, America’s neighbor to the north has greenlit the import of thousands…
#NewsBeep #News #Headlines #AIdatacenters #Analysis #automotivenewscanada #b2b #bev #Bloomberg #brightdropev #BYD #CA #Canada #chipshortage #Citigroup #CriticalMaterials #denza #EV #fleet #Ford #GeneralMotors #gmcami #oshawaassemblyplant #SouthChinaMorningPost #spglobal #Tesla #WallStreetJournal
https://www.newsbeep.com/376460/

At the Pax Silica Summit, the U.S. unveiled a new initiative to lock down the silicon pipeline that fuels AI and semiconductor production. Partner nations join to safeguard this critical material, ensuring a resilient supply chain for the next generation of tech. Read how the plan aims to keep chips flowing. #PaxSilica #SiliconSupply #AIChips #CriticalMaterials

🔗 https://aidailypost.com/news/us-leads-pax-silica-initiative-launched-summit-secure-silicon-supply

Regardless of federal energy policy, US innovators continue to collaborate on global green hydrogen projects.

https://cleantechnica.com/2025/10/16/cutting-the-cost-of-green-hydrogen-say-it-dont-spray-it/

#hydrogen #greenhydrogen #hydrogeneconomy #iridium #criticalmaterials #watersplitting #sustainable #greenenergy #cleanenergy #renewableenergy #innovation #research #science #decarbonization #energytransition

Regardless of federal energy policy, US innovators continue to collaborate on global green hydrogen projects.

https://cleantechnica.com/2025/10/16/cutting-the-cost-of-green-hydrogen-say-it-dont-spray-it/

#hydrogen #greenhydrogen #hydrogeneconomy #iridium #criticalmaterials #watersplitting #sustainable #greenenergy #cleanenergy #renewableenergy #innovation #research #science #decarbonization #energytransition