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THE CASCADE BLOG
Quick reads. Deep insights.


Trump's trade deals in Asia: Implications for critical minerals
President Trump inked various deals with Cambodia, Japan, Malaysia, South Korea, Thailand, and Vietnam. The United States’ focus on securing supply of critical minerals and processing capability became evident and includes a push in most of the agreements for first right of refusal for the U.S. of any critical minerals asset sales in the Asian countries. Also notable was the effort by the U.S. to align potential allies’ trade and investment policy with U.S. national security

Cascade Advisory
Nov 37 min read


Trump-Xi meeting doesn't fix China's supply chain dominance
While Trump and Xi agreed on some quick wins on top-of-mind issues for the U.S. and Chinese economies – a 10 percent drop in U.S. tariffs on China, soybean purchases, loosening access to rare earth elements, ship access – much remains unchanged between the two countries.

Laura Mahrenbach
Nov 34 min read


China export controls: Overview of October 9 supply chain restrictions
Initially understood to focus on rare earth metals, China's new export controls cover an array of products including rare earth precursor materials, metals processing technology, lithium-ion batteries, superhard materials, and a variety of technological know-how.

Anne Clawson
Oct 133 min read


China's export controls: An aggressive new posture
China is trialling a new approach to global supply chain control. If successful, this approach could become part of a new Beijing playbook at a time when the U.S. is struggling to decouple from its largest rival.

Anne Clawson
Oct 134 min read


SAFE Summit 2025
Critical minerals were a particular focus of the SAFE Summit 2025, with on-shoring, processing, and China serving as focal points of the conversation.

Anne Clawson
May 142 min read


Expedited production, limited systemic reform: the President’s executive order on critical minerals
There's a lot to like in the President's executive order on critical minerals, including expedited review of pending projects and maximum...

Anne Clawson
Mar 226 min read


Cascade in the news: Anne Clawson discusses China's mineral export controls with Inside U.S. Trade
Anne shared insights with Inside U.S. Trade on China's recent export ban of critical minerals, characterizing it as a strategic move in ongoing trade tensions with the U.S.

Cascade Advisory
Dec 10, 20241 min read


Cascade in the news: Anne Clawson talks with Inc. about Biden's tariff hike
Anne spoke with Inc. about the $18 billion tariff hike on Chinese goods announced in May 2024 by the Biden Administration.

Cascade Advisory
May 14, 20242 min read


Cascade in the news: Anne Clawson talks clean energy and the Lobito Corridor with Newsweek
Anne spoke with Newsweek about the potential for the Lobito Corridor to increase Angola's ability to participate in the energy transition...

Anne Clawson
Feb 14, 20242 min read


$3.5 Billion Battery Funding Opportunity: Electric Vehicle and Electric Grid Supply Chains
$3.5 Billion Battery Funding Opportunity: Electric Vehicle and Electric Grid Supply Chains

Cascade Advisory
Nov 17, 20233 min read


In the Media: Critical Minerals, China, and Renewable Energy
Critical Minerals, China, and Renewable Energy

Cascade Advisory
Sep 17, 20231 min read


Pursuing U.S. federal research grants? 5 questions to ask before you apply
Over the next 10 years, an unprecedented amount of federal funding will be released, but these opportunities come with unique requirements

Cascade Advisory
Sep 10, 20233 min read


Critical Materials Funding Opportunity: Innovation, Efficiency, and Alternatives
The Department of Energy announced $150 million in funding for research and pilot manufacturing of critical minerals.

Cascade Advisory
Sep 10, 20234 min read
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