Beijing’s periodic threats of export controls on rare earths and other critical minerals are framed by economic geologist Dr Nicholas Vafeas as a “decoy effect” masking its real tactic of state-backed oversupply in lithium, cobalt, nickel and midstream refining. By expanding processing capacity in China and overseas, from Indonesian nickel projects to domestic rare earth separation hubs, Beijing can push prices below Western operating costs, deterring private finance for multi‑billion‑dollar refineries. Vafeas argues Western responses must shift from upstream grants to long-term offtake guarantees, price floors and aggressive retention of refined metals already within allied economies.

Ofgem has named 16 long-duration energy storage schemes it is minded to support under its cap-and-floor regime, triggering a public consultation on the proposals. The projects would provide 7,465 MW of storage capacity, targeting multi-hour discharge durations to support system balancing and security of supply. Developers and network planners now have a clearer signal on potential revenue stabilisation for large-scale assets such as pumped hydro and grid-scale batteries, with implications for connection planning and reinforcement strategies.

Trump’s Department of Energy has issued an emergency order compelling Tri-State, Platte River Power Authority, Salt River Project, PacifiCorp and Xcel’s Public Service Company of Colorado to keep Craig Station Unit 1 available for dispatch by the Southwest Power Pool, despite its planned closure at end‑2025. The directive, in force until 26 September, follows two earlier emergency orders in December 2025 and March 2026 and comes as DOE cites 17 GW of coal capacity retained in 2025. NERC’s 2025 Long-Term Reliability Assessment flags the WECC‑Rocky Mountain region’s ageing thermal fleet and supply-chain constraints as key outage risks.