US and EU are close to critical minerals deal; deal would incentivise west investment and hinder China investors from "flooding the market", according to US Ambassador Puzder

This possible deal between the US and EU on critical minerals could significantly alter the competitive landscape, as it aims to incentivize Western investments while limiting Chinese access. If finalized, we might see increased confidence in Western supply chains for essential minerals, which could affect related asset classes like commodities and equities connected to this sector.