🇺🇸🇪🇺 This week, GMF and the
@amgerinst hosted senior US and European policymakers to examine the evolving transatlantic agenda on critical minerals — a discussion that has taken on new urgency following the recently signed US-EU memorandum of understanding on supply-chain resilience.
On the first panel moderated by GMF Senior VP for Innovation and Competitiveness
@pennynaas,
@DFCgov Head of Investments Conor Coleman discussed DFC's approach to positioning itself as an anchor equity investor in partner countries, using co-investment structures and institutional credibility to unlock private capital. Conor discussed Ukraine as a test case for a new generation of Marshall Plan-style economic statecraft, with ambitions to replicate the model in other strategic geographies. He also spoke on critical minerals and the US's whole-of-government approach to securing supply chains which includes a three-pillar strategy driven by stockpiling, upstream investment, and price support.
The second panel featured Dr. Matthias Koehler, Deputy Director-General at Germany's Ministry for Economic Affairs and Energy, and Abby Wulf, former Critical Minerals Lead at the US Department of Energy, moderated by Peter S. Rashish of the American-German Institute. Europe's critical minerals exposure to China is fast becoming its new energy-dependency-on-Russia moment. Matthias and Abby noted that while companies are willing to diversify away from China, they will only do so if the economics work — a particular challenge given China's dominance in refining and processing, where alternatives remain costly and underdeveloped. They stressed that without a coordinated transatlantic response, China's dominance in refining and processing will deepen.
🔗 Watch here:
youtube.com/live/JqHeNhbk4FM…