Navigating the critical minerals supply chain challenge | Fast Forward

Fastmarkets

10/01

The global push to establish critical minerals supply chains independent of China is transforming the industry. But is a full “decoupling” a realistic goal? The latest episode of Fastmarkets’ Fast ...

网页链接

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2572582529"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2572582529\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2572582529?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-10-01 12:00","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2572582529","market":"fut","top_or_hot":-1,"title":"Navigating the critical minerals supply chain challenge | Fast Forward","media":"Fastmarkets","content":"<div>\n<p>The global push to establish critical minerals supply chains independent of China is transforming the industry. But is a full “decoupling” a realistic goal? The latest episode of Fastmarkets’ Fast ...</p>\n\n<a href=\"https://www.fastmarkets.com/insights/navigating-the-critical-minerals-supply-chain-challenge-fast-forward/\">网页链接</a>\n\n</div>\n","source":"fastmarkets_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Navigating the critical minerals supply chain challenge | Fast Forward</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNavigating the critical minerals supply chain challenge | Fast Forward\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-01 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fastmarkets.com/insights/navigating-the-critical-minerals-supply-chain-challenge-fast-forward/><strong>Fastmarkets</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The global push to establish critical minerals supply chains independent of China is transforming the industry. But is a full “decoupling” a realistic goal? The latest episode of Fastmarkets’ Fast ...</p>\n\n<a href=\"https://www.fastmarkets.com/insights/navigating-the-critical-minerals-supply-chain-challenge-fast-forward/\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4567","symbol_name":"ESG概念","start_time":0,"source_url":"https://www.fastmarkets.com/insights/navigating-the-critical-minerals-supply-chain-challenge-fast-forward/","article_id":"2572582529","we_media_id":null,"thumbnails":[],"rights":{"source":"fastmarkets_highlight","url":"https://www.fastmarkets.com/insights/navigating-the-critical-minerals-supply-chain-challenge-fast-forward/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2572582529","pubTimestamp":1759291200,"columns":[],"sourceInfo":{"source_id":"fastmarkets_highlight","name":"Fastmarkets"},"weMediaInfo":null,"summary":"Geology not ideology: Why collaboration is key in the critical minerals supply chain","collect":0,"end_time":0,"defaultTopTitle":"fastmarkets.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4567":"ESG概念","BK4585":"ETF&股票定投概念","BK4202":"服装、服饰与奢侈品","FORD":"福沃德工业","BK4104":"贸易公司与经销商","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","FAST":"快扣","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","BK4145":"电子制造服务","BK4588":"碎股"},"translate_title":"应对关键矿物供应链挑战|快进","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"FAST":1.5,"FORD":1.5},"content_text":"The global push to establish critical minerals supply chains independent of China is transforming the industry. But is a full “decoupling” a realistic goal? The latest episode of Fastmarkets’ Fast Forward podcast features an in-depth conversation with Raj Surendran, CEO of Tianqi Lithium Energy Australia (TLEA), who offers a unique perspective from a company that bridges Chinese investment and Australian operations. \nBelow, we explore the key themes from the discussion, highlighting the practical realities of diversifying the world’s most vital supply chains. \nDecoupling vs diversification: What’s really happening \nWhile Western leaders often speak of “decoupling”, Surendran argues that diversification is the more pragmatic and achievable goal. The global nature of commodities means complete separation is fraught with challenges. \nKey takeaways include: \n\nThe location of mineral deposits is a matter of geology, not politics. As Surendran notes, “Commodities by nature are globally traded. They follow geology, not ideology. You can’t relocate a lithium deposit based on a foreign policy that’s being crafted at the moment.” \n\n\nBuilding new independent supply chains takes significant time, capital and expertise. The focus should be on creating resilience through diversification rather than pursuing an exclusionary approach that could create inefficiencies and drive up costs. \n\nUnderstanding China’s strategic role in critical minerals \nChina’s dominance in midstream processing is not an overnight development but the result of decades of strategic planning. This reality check is crucial for any company navigating the critical minerals space. \nSurendran explained: \n“The reality is China’s dominance is the result of decades of strategic industrial policy, investment in the midstream capacity and development, and a willingness to take on the environmental and economic cost of refining.” \nThis long-term investment has created a deeply integrated ecosystem that is difficult to replicate quickly. Rather than viewing China’s role as a monopoly built on coercion, it’s more accurately seen as a value chain that others are now trying to build for themselves. \nThe practical hurdles of building new supply chains \nMoving from rhetoric to reality presents significant operational obstacles for Western countries. Surendran identifies several key challenges: \n\nFeedstock security \n\n\nPermitting delays \n\n\nAccess to financing and patient capital \n\n\nA shortage of skilled labor and technical know-how \n\n\nThe need for a supportive industrial ecosystem \n\nSurendran emphasized: \n“Building new mines is one thing, but building that processing capacity, the technical expertise and the downstream integration, that’s where the real challenge lies.” \nCollaboration as the path forward \nInstead of a fragmented two-tier system, Surendran advocates for a collaborative approach. Joint ventures and partnerships can bridge the gap between Western standards and global efficiencies. \nHe posed a critical question: \n“Why not sit down and work through solutions, collaborative solutions that involve Chinese firms that don’t exclude them?” \nBy legislating for transparent and commercially governed partnerships, the industry can leverage existing expertise to build resilient critical minerals supply chains more efficiently. TLEA, a joint venture with both Chinese and Australian ownership, serves as a model for this collaborative path. \nCost, trust and the future of trade \nUltimately, market dynamics still play a decisive role. While customers desire supply chain security, cost remains a primary driver in purchasing decisions. \n\nSurendran notes that while there is talk of a premium for non-China supply, “cost still wins just about every time.” For alternative supply chains to succeed they must be competitive not just ethical. \n\n\nIn this complex environment, transparency is paramount. Companies that can provide full traceability, rigorous compliance and adherence to global ESG standards are building the trust that underpins modern supply chains. \n\nWhy this matters for global business \nThe conversation around decoupling is more than just geopolitics; it directly impacts how businesses source materials, manage risk and plan for the future. \n\nIn a decade, Surendran hopes for a more balanced global supply chain where China is still a major player, but its dominance is tempered by new capacity in regions like Africa, Latin America and Southeast Asia. \n\n\nThe companies that will thrive are those that can navigate both ecosystems – meeting Western standards while leveraging global efficiencies. \n\nThe effort to reshape critical mineral supply chains is not about erasing China but about creating a more resilient, diversified and ultimately pragmatic global market.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}