Today's Take: The Critical Mineral Race: 2025 and Beyond

In this episode of Today’s Take, Andrew O’Donnell breaks down the underreported but rapidly accelerating global crisis surrounding critical minerals — the building blocks of clean energy, defense, and high-tech innovation.

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As the world rushes toward decarbonization and digitization, demand for lithium, copper, rare earths, and other critical inputs is exploding, while supply chains remain fragile, underinvested, and highly concentrated in geopolitically sensitive regions like China.

Governments, corporations, and investors are waking up to what could be a new era of resource-driven competition, one that will shape everything from foreign policy to inflation.

🔍 We'll explore two key perspectives:

Ten global issues to shape mining and metals markets in 2025” – Control Risks
https://www.controlrisks.com/our-thinking/insights/ten-global-issues-to-shape-mining-and-metals-markets-in-2025

Saskatchewan’s rare earth bet aims to loosen China's grip – Financial Times
https://www.ft.com/content/52990ac7-6ba6-4c1d-aa52-ae265695ca30

We’ll break down:
- The geopolitical realignment driven by critical minerals
- How Canada is stepping up with processing and refining investments
- Why China’s dominance in rare earths remains a global risk
- What investors and policymakers need to be thinking about now

📢 Join the conversation and tell us: Is this the new Cold War over resources?

🔔 Don’t forget to like, subscribe, and comment to stay ahead of the market narrative.

#TodaysTake #AndrewODonnell #CriticalMinerals #GreenTransition #MiningNews #RareEarths #EnergySecurity #CopperCrisis #ChinaSupplyChain #SaskatchewanMining #GlobalEconomy #ResourceWars #Geopolitics #Commodities #CleanEnergyFuture

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