ThinkTankWeekly

Chatham House fellow gives evidence on China and critical minerals to UK Parliament Business and Trade sub-Committee

Chatham House | 2026-04-27 | china_indopacific

Topics: China, Trade, Indo-Pacific

Visit original source

ThinkTankWeekly provides a curated entry and summary only. Full text and PDF remain on the publisher's website.

English Summary

A Chatham House fellow warned that the UK's reliance on China for critical minerals constitutes a severe economic vulnerability, which Beijing could weaponize to exert significant economic coercion. He argued that the optimum policy must be hybrid, requiring the UK to first identify its main vulnerabilities and then formulate detailed strategies to mitigate foreign exploitation. To build resilience, the UK must cooperate with allies to establish rare earth supply chains insulated from China, actively court foreign investment for domestic mining and refining, and support product recycling to diversify sources.

中文摘要

一位查塔姆學會研究員警告稱,英國對中國關鍵礦物的依賴構成嚴重的經濟脆弱性,北京可能會將此武器化,從而施加巨大的經濟脅迫。他認為,最佳政策必須是混合型,要求英國首先識別其主要弱點,然後制定詳細的策略以減輕外國剝削。為建立韌性,英國必須與盟國合作,建立不受中國影響的稀土供應鏈;主動爭取外國對國內採礦和精煉的投資;並支持產品回收,以分散資源來源。

Related Entries

  1. 1.
    2026-11-07 | defense | 2026-W45 | Topics: Indo-Pacific, Middle East, United States

    The article argues that recent executive overreach and politicization have severely undermined established norms of U.S. civil-military relations. To restore professional standards, the incoming Congress must actively exercise its oversight powers, moving beyond mere criticism to demanding transparency in defense policy and personnel decisions. Key reforms include enforcing meritocratic promotion processes, requiring documented justification for senior officer removals, and preventing the partisan use of the military. These actions are crucial for bolstering public trust and ensuring the military remains a nonpartisan instrument of civilian control.

    Read at Foreign Affairs

  2. 2.
    2026-11-07 | middle_east | 2026-W45 | Topics: China, Middle East, Nuclear, Russia, Taiwan, Trade, Ukraine, United States

    The article argues that Donald Trump's unique and prolonged lame-duck period, coupled with domestic political pressures, makes him dangerously prone to international instability. Having exhausted major diplomatic gambits, Trump is expected to channel his energy into high-stakes, unilateral actions, primarily targeting adversaries such as Iran and Cuba. These potential actions—ranging from fresh strikes in the Persian Gulf to attempts at regime change—carry a significant risk of destabilizing regional security and triggering a global economic crisis. Policymakers must anticipate this pivot to high-risk foreign policy to mitigate potential international flare-ups.

    Read at Foreign Affairs

  3. 3.
    2026-11-07 | economy | 2026-W45 | Topics: China, Europe, Trade

    China's economic strategy is characterized by a persistent 'economics of denial,' prioritizing massive state-directed investment in advanced technology over addressing weak domestic consumption. This approach is rooted in a flawed belief that controlling physical capital will automatically generate productivity and wage growth, ignoring the structural imbalance where domestic demand consistently falls short of supply. This overinvestment and underconsumption model is unsustainable. Consequently, Beijing's policies will continue to generate global deflationary pressures and escalating trade friction, necessitating a fundamental pivot toward consumption-led growth for long-term stability.

    Read at Foreign Affairs

  4. 4.
    2026-11-07 | economy | 2026-W45 | Topics: AI, China, Indo-Pacific, Middle East, Trade, Ukraine, United States

    The Blue Wave signals significant voter frustration with cost of living and inflation, giving Congress a mandate to prioritize affordability and cost-reduction measures. Economically, the rapid build-out of AI data centers is creating localized stress, driving up skilled labor wages and straining resources, while also facing constraints from power grids and potential local regulatory backlash. Policymakers must manage this 'sequencing issue'—addressing rising costs before full productivity gains from AI can materialize—and anticipate shifts in global data center infrastructure as the market matures.

    Read at CFR

  5. 5.
    2026-11-07 | diplomacy | 2026-W45 | Topics: Climate, Europe, Indo-Pacific, Trade, Ukraine, United States

    The U.S. is drastically reducing core funding to multilateral institutions, withdrawing from numerous bodies due to perceived misalignment with national interests. While multilateral channels offer critical advantages—such as pooling resources for global public goods and managing risk in fragile settings—the U.S.'s funding remains heavily 'earmarked,' which effectively 'bilateralizes' the system and undermines shared burden-sharing. This practice, coupled with deep cuts, diminishes the multilateral system's effectiveness and efficiency, particularly in humanitarian aid. Policy recommendations suggest the U.S. must adopt a systematic, published strategy for aid channel choice and shift from restrictive project-level earmarking to broader thematic funding to restore global cooperation.

    Read at Brookings