The Fuse

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PRC’s Evolving Export Controls: From Retaliation to a Global Compliance Regime

China's recent expansion of export controls to super hard materials, medium and heavy rare earth elements (REEs), REE production equipment, and high-density lithium-ion batteries and battery materials highlights China's desire to institutionalize control over global supply chains and the dangerous vulnerabilities driving long-term diversification and resilience efforts among allied economies.

topics: China, critical minerals, Geopolitics

The National Security Case for America’s Only Alumina Refinery

Primary aluminum is indispensable to U.S. national defense, critical for fighter jets, Navy vessels, missile systems, and other technologies. With only one domestic alumina refinery operating, the Atalco facility in Louisiana, America faces a single-point-of-failure risk in its defense supply chain.

topics: aluminum, National Security, supply chains

Move Fast and Control Things: China’s Global AI Expansion Requires a Bold Policy Response

The stakes are clear: Setting global standards will not only shape the future of AI but the principles embedded in its use. Chinese transportation AI exports bring governance models that emphasize centralized control and broad state access to data. For the United States, that raises concerns about privacy, transparency, and market openness in the global transportation system. The White House’s AI Action Plan outlines steps to address these risks, from accelerating deployment and streamlining regulatory approvals to expanding exports of trustworthy, safety-focused AI technologies.

topics: Artificial Intelligence, AVs, China, Mobility

How the Grid can Break Washington’s Gridlock

Electricity demand in the U.S. is surging, driven by data centers, manufacturing, and advanced computing. Yet outdated infrastructure and a complex federal permitting process are slowing the development of new power lines and energy projects. Fortunately, bipartisan support for permitting reform is building, and could be the solution to breaking Washington's gridlock.

topics: Grid, Grid Security, Permitting Reform, Power Generation

Copper Tariffs: Upsides, Unknowns, National Security Considerations, and the Potential for a New Smelter?

Expected copper shortfalls in the coming decade create both an opportunity and a warning: rising demand could incentivize new supply, but failure to meet it will deepen future constraints. The Section 232 investigation puts actions on the table to remedy the situation, but China’s strategic smelting overcapacity will remain a barrier. However, whether the tariff regime will ultimately create a signal to invest in copper refining remains to be seen.

topics: China, Copper, critical minerals, supply chains