Gracelin Baskaran on the Race for Minerals

IMF Podcasts

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Bibliographic details

Guest: GRACELIN BASKARAN

Supply-chain vulnerabilities and market complexity

The recent scramble for minerals used in electric vehicles, solar panels, and defense systems has exposed vulnerabilities in supply chains.
Mineral markets span dozens of materials found around the world; the core challenge identified is processing rather than extraction.
More than 90 percent of rare earth minerals are currently processed in China.

Strategic framing of mineral security

Gracelin Baskaran frames mineral security as both a national security imperative and an economic security imperative.
The discussion emphasizes processing capacity and resilience as central to securing mineral supply chains.

Key participants and publication details

Gracelin Baskaran is director of the Critical Minerals Security Program at the Center for Strategic and International Studies.
The conversation is presented in F&D Magazine / Commodities and published on May 29, 2026.
Bruce Edwards produces the IMF podcast program; he is described as an award-winning audio producer and journalist working for the International Monetary Fund.

Accessibility and related material

A transcript of the conversation is available.
The discussion is tied to an article in the IMF's Finance & Development magazine.

Content in this bundle

Gracelin Baskaran Mix 1 (MP3)

References