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Securing raw materials in a fractured world

China’s dominance in the supply of some key materials needed for the green transition means that US-aligned governments will continue efforts to secure supplies from “friendly” sources, which could add to the cost of greening economies in the short term. But the higher prices go, the greater the incentives to recycle and to innovate, and so fracturing will not derail longer-term efforts to decarbonise.

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