S2-EP 018 . Restructuring Supply Chains of Critical Minerals vs. Accelerating Clean Energy Transition: A Conversation with Marina Zhang

Energy Current: In Search of Net Zero System

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While the world enters a de-globalization era and the relationship between China and the U.S. turns from bad to worse, policy makers from many high-income countries prioritize de-risking the supply chains and diversifying trading activities, such as increasing the security of the critical minerals supply.

• Will this big policy change hold back the low carbon energy technology deployment in terms of pace and cost-effectiveness?
• Could the restructuring accelerate the formation of two economic blocks, which are led by the U.S. and China, respectively?
• How does the geopolitical tension between the powers influence the strategic management of critical minerals supply chains?
• As the largest supplier of lithium around the world, what can Canberra do to mitigate the political, economic and environmental risks resulted from diversifying the supply chains?

In this episode, Marina Zhang from the Australia-China Relations Institute at University of Technology Sydney shares her analysis on the questions with Energy Current host, Zhao Ang.

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