A new trilemma

China’s critical minerals chokepoint has been hiding in plain sight for decades

Watch individual stocks and sell if they are too aggressively valued

The allure of US exceptionalism and AI is still drawing investors despite concerns over Trump’s policies

Big Oil remains split on the timeline for peak demand but in the meantime renewable technology from nuclear power to heat pumps and batteries is forging ahead, while architects are working on more sustainable buildings. There is still a question mark however over the supply of key raw materials: a problem the market alone cannot fix, says IEA chief Fatih Birol