This podcast episode explores the impact of tensions in the U.S.-China economic relationship on the U.S.'s transition to clean energy. The hosts discuss the challenges the U.S. faces in reducing its economic links with China while also meeting its climate goals, particularly in acquiring minerals essential for clean energy technologies. They also highlight the potential for increased trade tensions between the two countries, which could further complicate the U.S.'s transition to clean energy and have implications for various market sectors.