The Critical-Minerals Scramble
Western governments will keep striking state-backed deals to secure critical-mineral supply outside Chinese control, drawing resource-rich states into a contest that reshapes both trade routes and geopolitical alignment.
forming · confidence 40 · Emerging (watchlist) · tracking since June 28, 2026 · updated June 28, 2026
Why the conviction moved
- Jun 28Strengthened +6
Kazakhstan opened one of the world's largest untapped tungsten reserves to US-linked investors, a state-backed deal to secure a strategic metal outside Chinese control.
Source trail
Supporting · June 28, 2026
Kazakhstan Courts Washington With Tungsten Deal, Calling Trump 'Sent by Heaven'
Kazakhstan opened one of the world's largest untapped tungsten reserves to US-linked investors, a state-backed deal to secure a strategic metal outside Chinese control.
The New York Times
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