The Arctic is emerging as a new front in the global competition over strategic minerals, raising questions about how the supply chains behind the energy transition will be governed.

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In recent months, Arctic resources have moved to the center of geopolitical debate. President Trump has publicly proposed that the United States take control of Greenland, citing its strategic location and mineral wealth, while leaders in Denmark and Greenland have rejected the proposal.

The dispute comes at a time when critical minerals are becoming central to the global energy transition. Electric vehicles, renewable energy systems, and advanced technologies all depend on them. Yet much of the world’s refining and processing capacity is concentrated in a small number of countries, most prominently China. That concentration has intensified concerns about how geopolitical rivalry could shape access to the materials that underpin the transition to cleaner energy.

Saleem Ali, Professor of Energy and the Environment at the University of Delaware and a leading voice on mineral diplomacy, discusses where frontier resources, in the Arctic and beyond, fit into this evolving landscape. He assesses whether emerging resource frontiers can meaningfully rebalance global mineral supply chains, or whether their importance has been overstated.

Ali also discusses a proposal for a governance framework, a Global Minerals Trust, designed to reduce resource nationalism and prevent critical minerals from becoming instruments of geopolitical leverage. He examines whether cooperation is realistic in a period of growing competition for strategic resources.

Saleem Ali is the Blue and Gold Distinguished Professor of Energy and the Environment at the University of Delaware.

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Battling for Batteries: Li-Ion Policy and Supply Chain Dynamics in the U.S. and China. https://kleinmanenergy.upenn.edu/research/publications/battling-for-batteries-li-ion-policy-and-supply-chain-dynamics-in-the-u-s-and-china/

Energy Policy Now is produced by The Kleinman Center for Energy Policy at the University of Pennsylvania. For all things energy policy, visit kleinmanenergy.upenn.edu.

The Arctic is emerging as a new front in the global competition over strategic minerals, raising questions about how the supply chains behind the energy transition will be governed.
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In recent months, Arctic resources have moved to the center of geopolitical debate. President Trump has publicly proposed that the United States take control of Greenland, citing its strategic location and mineral wealth, while leaders in Denmark and Greenland have rejected the proposal.
The dispute comes at a time when critical minerals are becoming central to the global energy transition. Electric vehicles, renewable energy systems, and advanced technologies all depend on them. Yet much of the world&rsquo;s refining and processing capacity is concentrated in a small number of countries, most prominently China. That concentration has intensified concerns about how geopolitical rivalry could shape access to the materials that underpin the transition to cleaner energy.
Saleem Ali, Professor of Energy and the Environment at the University of Delaware and a leading voice on mineral diplomacy, discusses where frontier resources, in the Arctic and beyond, fit into this evolving landscape. He assesses whether emerging resource frontiers can meaningfully rebalance global mineral supply chains, or whether their importance has been overstated.
Ali also discusses a proposal for a governance framework, a Global Minerals Trust, designed to reduce resource nationalism and prevent critical minerals from becoming instruments of geopolitical leverage. He examines whether cooperation is realistic in a period of growing competition for strategic resources.
Saleem Ali is the Blue and Gold Distinguished Professor of Energy and the Environment at the University of Delaware.
Related Content
Policy Design Issues for Border Carbon Adjustments. <a href="https://kleinmanenergy.upenn.edu/research/publications/policy-design-issues-for-border-carbon-adjustments/">https://kleinmanenergy.upenn.edu/research/publications/policy-design-issues-for-border-carbon-adjustments/</a>
Battling for Batteries: Li-Ion Policy and Supply Chain Dynamics in the U.S. and China. <a href="https://kleinmanenergy.upenn.edu/research/publications/battling-for-batteries-li-ion-policy-and-supply-chain-dynamics-in-the-u-s-and-china/">https://kleinmanenergy.upenn.edu/research/publications/battling-for-batteries-li-ion-policy-and-supply-chain-dynamics-in-the-u-s-and-china/</a>
Energy Policy Now is produced by The Kleinman Center for Energy Policy at the University of Pennsylvania. For all things energy policy, visit kleinmanenergy.upenn.edu.

Energy Policy Now offers clear talk on the policy issues that define our relationship to energy and its impact on society and the environment. The series is produced by the Kleinman Center for Energy Policy at the University of Pennsylvania and hosted by energy journalist Andy Stone. Join Andy in conversation with leaders from industry, government, and academia as they shed light on today's pressing energy policy debates.

Energy Policy Now

Energy Policy Now offers clear talk on the policy issues that define our relationship to energy and its impact on society and the environment. The series is produced by <a href="https://kleinmanenergy.upenn.edu/podcast/">the Kleinman Center for Energy Policy</a> at the University of Pennsylvania and hosted by energy journalist Andy Stone. Join Andy in conversation with leaders from industry, government, and academia as they shed light on today's pressing energy policy debates.

Tensions over Greenland highlight a broader struggle to control strategic mineral supply chains. Mineral diplomacy scholar Saleem Ali explores both the rivalry and a cooperative framework to address it.