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7 December 2025

The Minerals That Drive Trump’s Global Agenda

Ravi Agrawal

What connects the White House’s approach to Pakistan and Panama, with a thread running through Canada, Greenland, and Ukraine? The answer could lie not in a grand theory of international relations but in the Trump administration’s realization that it is lagging behind China in the race for critical minerals—and its clear desire to catch up.

But what exactly are critical minerals? Why do they matter so much? Why does China dominate their supply chains and processing, and how long would it take for the United States to catch up? For answers, I turned to Gracelin Baskaran, the director of the Critical Minerals Security Program at the Center for Strategic and International Studies. Subscribers can watch the full discussion on the video box atop this

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