The Trump administration's revised approach to critical minerals has sparked significant global attention. As geopolitical tensions around resource acquisition intensify, nations are recalibrating their strategies. Cullen Hendrix breaks down the reasoning behind this policy pivot—from supply chain vulnerabilities to the broader implications for clean energy infrastructure. The shift signals a more nationalist stance on mineral sourcing, prompting international markets to reassess their dependency chains. For those tracking how macro policy shapes the energy landscape, this conversation explores the real-world consequences: will the aggressive posture accelerate alternative sourcing strategies, or does it risk fragmenting the global supply networks that emerging technologies depend on?