Reuters Econ World

The United States is scrambling to break China’s chokehold on critical minerals. From government equity stakes to fast-track permits for deep sea mining, the Trump administration is racing to access the essential elements for AI and national defense. Reuters’ Ernest Scheyder unpacks the high‑stakes scramble and what it means for the global economy.

Ernest Scheyder is a senior correspondent covering critical minerals and the global energy transition, as well as the author of The War Below: Lithium, Copper, and the Global Battle to Power our Lives, which was longlisted for the 2024 National Book Award and was named the American Energy Society’s Energy Book of the Year.

Check out “The War Below” here

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Further listening

Critical minerals

EV batteries

Supply chains
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From Venezuela to Greenland to attacks on the Federal Reserve, the geopolitical hits keep coming. So, how do you spot the events that will move markets? Geopolitical analyst Marko Papic joins host Carmel Crimmins to talk risk, at home and abroad

Marko Papic is a macro and geopolitical expert at BCA Research, a global investment research firm. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.

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Further listening

Opec+

The Transatlantic Economy

Bond vigilantes

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The AI arms race is making Big Tech even bigger. Is their AI
obsession bad for the U.S. economy? Host Carmel Crimmins talks to anti-trust scholar Tim Wu about Silicon Valley’s big players and what their dominance of the digital economy means for consumers.

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Further listening

Bubble talk – Part 1

Bubble talk – Part 2

American capitalism

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President Donald Trump has been clear: one big reason for toppling Nicolás Maduro is to gain more access to Venezuela’s oil assets. But will U.S. oil companies heed his call? Host Carmel Crimmins is joined by Reuters Energy Columnist Ron Bousso to discuss how the U.S. action over the weekend will impact energy markets, and why the world may be entering a new era of resource competition.

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Further listening

OPEC+

Peak Oil

Risk
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Is division the new normal at the U.S. central bank? President Donald Trump wants Chair Jerome Powell's successor to push through big rate cuts next year but officials are divided over the Fed's future path. Host Carmel Crimmins is joined by Reuters Fed and economics reporter Ann Saphir to talk politics, economics and what 2026 might bring.

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Further listening

The Fed and the rest of the world

The 'Goldilocks' interest rate

What the Fed's interest rate cut means for Americans
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