Silverado Policy Accelerator

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China’s February 2025 export controls on bismuth tightened global supply of bismuth metal, driving prices higher and sharply reducing exports, which remained constrained throughout the year. See Silverado’s latest dashboard: silverado.org/data-dashboard…

China’s imports of semiconductor manufacturing equipment increased in 2025 to a record high of $51.1 billion–an almost 5x increase over the last decade, reflecting China’s rapid and intentional build out of foundational fab capacity. silverado.org/data-dashboard…

#CobaltInsights: What does “Project Vault” mean for #cobalt? The US has launched a new public-private initiative to strengthen critical mineral supply chains. Mahnaz Khan of @SilveradoPolicy explains how commercial stockpiling could affect cobalt market stability #CriticalMetals

"The United States needs a coordinated policy and financing architecture that treats innovation not as an afterthought but as the primary means by which it and its allies can leapfrog China in critical minerals—and secure the material foundations of economic and strategic strength," write @heidirediker and Mahnaz Khan in a new report. cfr.org/reports/leapfr…

China’s global exports of export controlled rare earth compounds and metals rose after Presidents Trump and Xi met at the end of October, but exports of certain products remain limited and are only directed to certain countries, according to our dashboard silverado.org/data-dashboard…

China’s exports to the U.S. of rare earth compounds & metals subject to export controls remained below historic levels in December according to the latest data. China’s exports of rare earth magnets to the U.S. continued at the low end of historical levels silverado.org/data-dashboard…

China is a key chokepoint for critical minerals, but there are other sources of supply for some minerals. Silverado’s latest report examines 12 key minerals/mineral groups to identify vulnerabilities and opportunities. silverado.org/publications/s…

🚨 Supreme Court vs. Trump Tariffs: What happens if SCOTUS rules against the tariffs? @GeopolDecanted breaks down: ✓ Which tariff categories are impacted ✓ The refund situation (billions on the line) ✓ Alternative tariff paths for the administration youtu.be/ZlECLK1Gl9I

Silverado’s new analysis examines China’s machine tool industry. China was the largest global producer in 2024 and passed Germany as the largest exporter in the first half of 2025. Check out the industry profile on our website 👇 silverado.org/data-dashboard…

Truce for now but will it hold? Silverado Policy Accelerator CoFounder and Executive Chairman @DAlperovitch talks with @SarahStewartDC , CEO at Silverado and former senior US trade negotiator, about the Trump-Xi meeting in South Korea. podcasts.apple.com/us/podcast/why…

China’s rare earth exports were a mixed picture in September, with strong overall exports of rare earth magnets but a decline in exports of compounds and metals to all countries and a drop in exports of rare earth magnets to the United States. View our latest dashboard 👇

View the infographic on Silverado's website silverado.org/data-dashboard…

China has not exported rare earth compounds or metals in tariff lines fully covered by export controls to the United States since April 2025. While attention has focused on magnets, compounds and metals are also critical for U.S. industries. See Silverado’s new infographic 👇

💡Silverado’s new data analysis shows the rapid growth in China’s industrial robot production and trade. Check it out on our website. silverado.org/data-dashboard…

China’s export controls on germanium have upended the global supply of this critical mineral. Check out Silverado’s new infographic on trends in China’s exports of germanium metal following the implementation of these export controls. silverado.org/data-dashboard…

As China imposes sweeping new export controls on rare earths, see how China’s April 2025 export controls have impacted China’s exports of rare earth compounds, metals, and magnets in Silverado Policy Accelerator’s updated data dashboard. silverado.org/data-dashboard…

Thank you to @SilveradoPolicy Co-Founder & Chairman Maureen Hinman for joining the @AUVSI Board of Directors yesterday to present on critical supply chain gaps & associated nat sec risks and the policies required to win the future

Silverado is pleased to announce our Senior Director for Trade & Industrial Strategy John Corrigan will speak at the upcoming Louisiana Energy Security Summit. Excited to be part of the conversation. #LAEnergySummit25 Learn more: accf.org/accf-to-host-l…

Tantalum is key for jet engines, chips and consumer electronics. Our new report finds while the U.S. supply chain has strengths, the concentration of refined production in China and mined production in Africa creates 2 major long-term supply chain risks. silverado.org/reports-and-pu…

Check out Silverado’s updated release of Global Semiconductor Trade, showing trends in 2024. 🇨🇳China was the largest exporter by volume. 🇹🇼Taiwan led exports by value (excluding re-exports). 🇰🇷🇺🇸South Korean and the U.S. exports increased in 2024. silverado.org/reports-and-pu…