As countries make the switch to clean energy, governments are paying more attention to the resources they need for the transition. Some Western governments are concerned that the supply chains for many critical minerals have converged in one country: China.
China is a major consumer of such minerals, but stands apart in its role in processing raw materials, even those mined far beyond its borders. Thanks to years of planned industry consolidation, a small number of Chinese companies now
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Millions of Chinese factory owners have been bequeathed a difficult inheritance. AI offers a way to modernize their parents’ low-margin businesses, but only if they can overcome often deep-rooted resistance to change.
Rebuilding healthy ties between the Indian and Chinese governments is likely to be a long process, with issues from the border to the Dalai Lama’s succession looming.
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