Seaver Wang

Should a US national critical minerals reserve program act more like the National Defense Stockpile or more like the Strategic Petroleum Reserve? A major new report by my team does a deep dive into this question, looking at 15 minerals relevant to energy. My thoughts🧵:

Building US critical mineral supply chains is hard enough - market volatility and export dumping only makes it harder So Im excited to release @TheBTI 's report that maps 15 US mineral supply chains and which commodities would be best to stockpile under a strategic reserve 🧵

If you are interested in addressing energy access and energy poverty globally, the @payneinstitute has a new very deep-dive into the energy plans of 12 countries under the m300 @WorldBank program. @RockefellerFdn @SE4All @AfDB_Group payneinstitute.mines.edu/bridging-the-e…

Chinese new solar installations declined YoY in June 2025 to "only" 14.36 GW, according to NEA data released today (chart from BJX). I'm frankly surprised there's anything left in the pipeline to build at all, after the huge May push to build before the June 1 deadline.

In our new @TheBTI report, colleagues @PeterCookBTI @wang_seaver and I outline a policy framework and recommend best practices for a critical mineral reserve that would promote market stability and global competitiveness for US advanced energy industries thebreakthrough.org/issues/energy/…