This podcast episode explores the potential impact of U.S.-China trade tensions on the energy transition, specifically focusing on the risks posed to the clean technology sector. The episode discusses China's dominant position in the production of minerals crucial to clean technologies, such as rare earths, graphite, and lithium, and raises concerns about potential export bans that could disrupt the supply chain for clean technologies. The episode also considers the potential impact of trade tensions on different segments of the clean technology sector and discusses the influence of the U.S. presidential election on trade restrictions.
