Silverado Policy Accelerator

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Yesterday, Ambassador Greer joined CEO and Executive Director of @SilveradoPolicy, @SarahStewartDC, to discuss how @POTUS’ tariff program is advancing the prosperity of Americans today and the generations to follow, securing trade deals to eliminate long-standing barriers while promoting and protecting American workers and industries.

As the source of most mined cobalt, the DRC’s decision to suspend cobalt exports in Feb. 2025 — later replacing the ban with export quotas through 2027 — led to a sharp decrease in global exports and a large increase in global prices silverado.org/data-dashboard…

@SilveradoPolicy ’s new report Sourcing the Screen highlights how 3 out of 4 display cells will be fabricated in China by 2028. That’s a supply chain risk for U.S. businesses military. We propose three paths forward. silverado.org/publications/m… reuters.com/world/china/ta…

"It all comes down to compute." @DAlperovitch from @SilveradoPolicy explains: "The single most important input to winning is compute the processing power used to train and run AI models. Let me say that plainly, because it is defining that everything that congress and this committee do on AI policy. The binding constraint in this competition is not talent, it is not data, and it is not cash. Both the United States and China have talented researchers and financial resources, and we have learned that frontier models trained on generic data routinely outperform smaller models, trained on more specialized inputs. It all comes down to compute."

Hearing Notice | On Thursday, @ChinaSelect will have a hearing entitled, "China's Campaign to Steal America's AI Edge." The discussion will focus on what China can buy vs. what China attempts to steal when legal acquisition falls short. Topics will include SME and AI chips, foundry evasion, chip smuggling, adversarial distillation of frontier U.S. models, and more. Witnesses include: @DAlperovitch from @SilveradoPolicy @kyleichan from @BrookingsInst @YusufSMahmood from @A1Policy Watch here: @ChinaSelect/streams" target="_blank" rel="nofollow noopener">youtube.com/@ChinaSelect/s…

China’s global exports of export-controlled rare earth compounds and metals dropped sharply in January and February 2026, with weak exports to the U.S. and an almost complete stop in exports to Japan. See Silverado’s latest data dashboard for more silverado.org/data-dashboard…

How to Reopen the Strait of Hormuz New @GeopolDecanted episode on how the US military can mitigate against the anti-ship cruise missile, drone, fast-attack boat and mine threat in the Persian Gulf. And the possible timeline for return to normalcy youtu.be/Sjz_zxKOMIk

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 👇