Critical energy supply chains

Strengthening national security and industrial competitiveness through energy and minerals diplomacy, strategic trade initiatives, and industrial and innovation policy.

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HIGHLIGHTS

Critical energy supply chains

Issue Brief Oct 9, 2025

Critical minerals in crisis: Stress testing US supply chains against shocks

By Reed Blakemore, Alexis Harmon, Peter Engelke

How can policymakers prepare for shocks to critical mineral supply chains and create mineral security amid a wide range of threats and challenges?
Critical Minerals Energy & Environment
Critical energy supply chains

Mar 10, 2026

Redefining resilience: Pathways for securing critical minerals

A series from the Atlantic Council’s Global Energy Center explores how innovation, recycling, and other complementary pathways can strengthen critical minerals and energy supply chains.
Critical energy supply chains

Trackers and Data Visualizations Jun 8, 2025

Learn how China orchestrated its rare earths dominance

By Craig Hart

Explore the decision-making processes and financial flows that power China’s rare earths ecosystem.
China Energy & Environment

RESEARCH

Critical energy supply chains

Building on our understanding that critical minerals, manufacturing, and innovation are emerging as new frontiers of national security and strategic competition, this initiative examines the full ecosystem of vulnerabilities in energy and industrial supply chains—from material sourcing and processing to manufacturing capacity and technology deployment—while advancing solutions that create optionality and resilience where concentration and dependence currently create risk.

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Issue Brief

Jul 1, 2025

A US framework for assessing risk in critical mineral supply chains

By Reed Blakemore, Peter Engelke

Critical mineral risks to US national and economic security should be evaluated on a mineral-by mineral basis

Critical Minerals Energy & Environment

Issue Brief

Jun 13, 2025

Mapping China’s strategy for rare earths dominance

By Craig Hart

China has built a commanding monopoly over rare earths.

China Critical Minerals

New Atlanticist

Aug 5, 2025

A tale of two supply chains: Comparing Trump’s new copper tariffs and rare earth investments

By Alexis Harmon, Reed Blakemore

Two recent interventions by the Trump administration highlight the importance of tailoring mineral policy on a case-by-case basis.

Critical Minerals Economy & Business

New Atlanticist

Apr 18, 2025

Tariffs can help secure US critical mineral supply chains—if they’re done right

By Reed Blakemore, Alexis Harmon

US tariffs on critical minerals should be precisely targeted and coupled with robust federal support for domestic mining.

Critical Minerals Economy & Business

Events

Public Event Thu, December 11, 2025 • 1:00 pm ET

2025 Critical Minerals Supply Chains Summit

Senior government officials, industry leaders, and global experts convene to chart a path toward secure and competitive minerals supply chains.

Defense Industry Economy & Business Energy & Environment Geopolitics & Energy Security

We bring together public and private sector leaders to advance actionable strategies to secure critical energy and mineral supply chains in an era of geopolitical competition.

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OUR TEAM

Staff

Reed Blakemore

Director, Research and Programs

Global Energy Center

Geopolitics & Energy Security Energy Transitions

Staff

Alexis Harmon

Assistant Director

Global Energy Center

Critical Minerals Geopolitics & Energy Security

Explore the program

The Global Energy Center develops and promotes pragmatic and nonpartisan policy solutions designed to advance global energy security, enhance economic opportunity, and accelerate pathways to net-zero emissions.

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