Inside China - July Edition
The critical minerals race: who captures the value?
Critical minerals are becoming a cornerstone of energy security, technological leadership and industrial competitiveness. As demand from AI, data centers, EVs and electrification accelerates, countries and companies compete to secure resources, processing capacity and supply chains. Join us as we examine the opportunities, challenges and credit implications across the global critical minerals value chain.
Discussion Topics
• How is China leveraging its strong market position in critical minerals in supporting growth?
• Which sectors along China's critical minerals value chain will benefit the most?
• How can emerging market countries move up the value chain beyond extraction?
• What progress has Europe made in diversifying its rare earth supplies?
Speakers
Ivy Poon
Vice President, Project & Infrastructure Finance
Moody's Ratings
Sue Su
Vice President, Corporate Finance
Moody's Ratings
Deborah Tan
Vice President, Credit Strategy and Guidance Group
Moody's Ratings
Lillian Li
Vice President - Senior Credit Officer, Credit Strategy and Guidance Group
Moody's Ratings
Ruosha Li, CFA
Vice President, Credit Strategy and Standards
Moody's Ratings
Ying Wang
Vice President, Corporate Finance Group
Moody's Ratings
Eva Zheng
AVP-Analyst, Financial Institutions Group
Moody's Ratings
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