Australia-Canada Sign Critical Minerals Pact to Cut China Ties

Australia-Canada Sign Critical Minerals Pact to Cut China Ties
Above: The ore terminal in Yantai Port, Shandong, China, on Oct. 29, 2025. Image copyright: CFOTO/Future Publishing/Getty Images

The Spin

Establishment-critical narrative

Processing critical minerals is economically irrational and environmentally catastrophic. China controls 90% of global refining by running operations at a loss, making it impossible for anyone else to compete profitably. Australia faces massive costs, skill shortages and environmental disasters that could produce 15-20 tonnes of CO2 per tonne of lithium processed.

Pro-establishment narrative

Australia and Canada's critical minerals partnership creates secure, diversified supply chains that bypass dangerous single-source dependencies. Both nations possess world-class reserves and advanced processing capabilities, offering responsible mining with high ESG standards that command premium pricing while supporting electric vehicle creation, renewable energy industries and defense.

Metaculus Prediction


The Controversies




© 2025 Improve the News Foundation. All rights reserved.Version 6.17.2

© 2025 Improve the News Foundation.

All rights reserved.

Version 6.17.2