95% of It Goes Through China — And We Can't Do Anything About It
Автор: The Disruption Lab
Загружено: 2026-02-27
Просмотров: 14
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What happens when one country controls the processing of nearly every mineral your economy depends on?
In this episode, Jamie Andes (Sr. Director of Programs) and William Highsmith (Director of Strategy & Development) from Critical Materials Crossroads join Kevin McGinnis to unpack one of the most underreported vulnerabilities in the American economy: our near-total dependence on China for critical mineral processing.
They cover the global supply chain landscape — from cobalt in the Congo to nickel in Indonesia — and why it all flows through Chinese processing regardless of origin. They break down what the Critical Materials Crossroads is building in the Kansas City region: a place-based refining ecosystem leveraging the area's manufacturing history, river and rail infrastructure, and workforce depth. And they discuss what a $160 million National Science Foundation Engines grant would unlock for a project targeting $3-4 billion in regional economic impact.
If you've heard the term "reshoring" but never understood what it actually takes — the capital intensity, the workforce pipeline, the clean technology, the community trust-building — this is the episode.
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