US defends new minerals alliance, rejecting claims it targets China

Washington says the Forge initiative is about securing supply chains against shocks and price coercion, not building an exclusive bloc. Beijing has claimed it targets China, but a US official rejected this on Thursday.

US Official Defends Forge Initiative

On Thursday, a senior US official defended Washington’s new critical minerals push in an interview with the South China Morning Post. She described supply chain diversification as a national security measure, not an attempt to form an exclusive bloc as Beijing has claimed.

She sidestepped claims that Forge was aimed at China, which controls nearly 60 per cent of global critical mineral production and 80 per cent of refining. Instead, she framed it as a response to structural vulnerabilities in increasingly mineral-intensive supply chains.

“The focus is truly on diversifying supply chains that will help in the event there’s a disruption, like the pandemic,” Houston said. “These are prudent steps globally … and it’s an important step for national security writ large.”

She added that “by virtue of diversifying global supply chains, we are ensuring that we’re not at risk for these disruptions or price coercion”.

The Forge initiative involves countries including Australia, Democratic Republic of Congo, Peru, Philippines, Guinea, the European Union, Morocco, Paraguay, Argentina, and Ecuador. Keywords highlight potential partners like Glencore and the Cook Islands.

Critical materials are needed to make everything from defence systems and industrial robotics to washing machines. China’s dominance is facing global pushback, raising concerns over rare earths.

This move underscores supply chain security amid geopolitical tensions, though the US insists on its global and defensive nature. (148 words)

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U.S. VP JD Vance addressing allies at the Critical Minerals Ministerial, launching FORGE initiative to counter China's mineral dominance.
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US VP Vance urges allies to form critical minerals trading bloc

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US Vice President JD Vance urged allies to join a critical minerals trading bloc at a meeting in Washington. The inaugural Critical Minerals Ministerial launched the FORGE initiative as a successor to the MSP, with South Korea chairing it through June. The effort aims to counter China's dominance in key resources through diversified supply chains.

The US State Department hosted the first Critical Minerals Ministerial on Wednesday, attended by representatives from over 50 countries and organizations, aiming to break China's dominance in critical minerals vital for smartphones, weapons, and electric vehicle batteries. Vice President JD Vance called on allies to join the initiative to ensure fair market pricing and supply chain stability.

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米国は4日、日本と欧州諸国と協力して重要鉱物の供給を確保するためのアクションプランを策定すると発表した。中国の希少金属輸出制限への懸念が高まる中、供給チェーンの安定化を目指す。貿易代表部は、多国間貿易イニシアチブの検討も示唆した。

米国防総省がコバルト、リチウム、グラファイトの大規模備蓄を行っており、清浄エネルギー分野から資源を逸らしている可能性があると新報告書。近年立法で資金提供されたこの取り組みは、気候行動への懸念の中で軍事ニーズを優先。専門家はこうした備蓄が輸送とエネルギー生産の電動化を妨げる可能性を警告。

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A report by UK consultancy WTW identifies ongoing tariff wars and dependence on China as two top emerging risks for the global defence sector. It warns that the defence sector's reliance on Chinese materials and components, particularly rare earths and electronics, presents significant supply chain vulnerability amid geopolitical risks. The findings are based on interviews with five industry executives from Australia, Europe, and North America.

日本は、中国のレアアース支配に対する懸念が高まる中、G7諸国や米国との連携を強化する取り組みを加速させている。財務相の片山さつき氏は日曜から始まる米国訪問で重要鉱物について議論し、防衛相の小泉進次郎氏も木曜に米国側と会談する予定だ。また、首相の高市早苗氏は来週、韓国の李在明大統領と首脳会談を開き、同盟を再確認する。

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At the World Economic Forum in Davos, world leaders took veiled swipes at the United States, while China framed itself as a defender of the post-war system, analysts say. Western countries are recalibrating their approach to Beijing amid uncertainties from Donald Trump's influence.

 

 

 

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