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Ahead of Donald Trump’s second term as US president, a rerun of his first trade war with China is firmly on the cards – and minerals key to the energy transition may end up in the crossfire.

The president-elect has threatened to raise tariffs on goods from China, as well as on other countries through which Chinese goods flow to the US.

While his overall stance towards China remains unclear, Trump has also pinpointed eliminating “dependence on China in all critical areas” as a priority.

Meanwhile, China has been developing a “versatile” policy toolkit to cope with rising trade tensions – including with the EU and Japan, as well as the US.

One notable recent example is China’s use of export controls, which it has placed on four minerals: germanium, gallium, graphite and antimony.

All of these minerals play important roles in low-carbon technologies, but also have other applications, including military uses.

Analysis by Carbon Brief and others shows that China’s initial export controls, introduced in summer 2023, did not have a sustained impact on critical-mineral supply chains.

However, an announcement in early December 2024 of stricter controls, specifically on exports to the US, has sparked debate over how impactful these might be.

In this article, Carbon Brief examines what US-China tensions over critical minerals could mean for the stability of their supply chains and for the transition to cleaner energy.

Which minerals are important to the clean-energy transition?

Minerals are crucial to the development of several low-carbon technologies.

Indium and gallium are used in the coatings for solar panels, copper and “rare earth” metals are used in the conductors and permanent magnets in wind turbines, and a plethora of minerals from lithium to manganese are used in various types of batteries.

China holds a significant presence in the supply chains for many minerals – particularly in terms of processing. As seen in the table below, more than half of global extraction of graphite, rare-earth elements (REEs) and vanadium, as well as the majority of processing of aluminium, cobalt, graphite, indium, lithium, REEs and silicon, occurs in China, according to a study by the Grantham Research Institute on Climate Change and the Environment.

A list of several minerals important for low-carbon technologies, plus the share that China holds in its reserves, extraction and processing industries. Source: Grantham Research Institute on Climate Change and the Environment.

However, not all of these materials are considered “critical minerals”, which is a political term used to describe those that play a role in strategically important sectors, with each country setting their own parameters for strategic importance.

The US lists 50 minerals as critical, while the EU has identified 34 critical minerals and an additional 16 “strategic raw materials”, while Japan has 35 minerals on its list.

Although China has not updated its official critical minerals list since 2016, a November 2023 post on the official WeChat account of the Ministry of State Security (MSS) revealed that it considers at least 31 minerals to be critical.

The post compares areas of overlap and divergence between the critical mineral listings of China (orange), and those in the EU (green) or the US (blue).

The diagram above shows a non-comprehensive list of minerals that the US (blue), EU (green) and China (orange) consider to be critical minerals, with minerals featured on two or more countries’ lists placed in the corresponding overlapping section. Source: Ministry of State Security, translated by Carbon Brief.
The diagram above shows a non-comprehensive list of minerals that the US (red), EU (grey) and China (blue) consider to be critical minerals, with minerals featured on two or more countries’ lists placed in the corresponding overlapping section. Source: Ministry of State Security, translated by Carbon Brief. 

The minerals that are “on similar lists” for China and the EU and US are “where there's more competition” when it comes to sourcing, John Johnson, special advisor and former CEO for commodities consulting firm CRU Group’s China office, tells Carbon Brief.

However, despite some countries’ efforts to diversify their imports of critical minerals away from China, analysis by the International Energy Agency (IEA) found that, based on announced projects, the status quo for supply of minerals such as lithium, nickel, cobalt and graphite was unlikely to change between now and 2030.

The IEA analysis noted that, in some areas, such as battery cell manufacturing, “announced capacity additions in Europe and the US should be sufficient to meet the 2030 domestic deployment needs” – although it added that, globally, demand for a number of critical minerals is likely to far exceed supply.

However, Tony Alderson, a senior analyst focused on graphite at price reporting agency Benchmark Minerals Intelligence, is sceptical, telling Carbon Brief that “it's almost unheard of for a facility to be at 100% utilisation rates”. He adds that, for graphite, demand in the US and EU would likely outstrip supply well beyond 2030.

How has China’s ability to control its critical minerals evolved?

China has a well-documented history of using trade restrictions to achieve broader political aims.

The first trade war with the US between 2016 and 2020 saw China try to deescalate US tariffs on Chinese goods by imposing tariffs of its own, as well as non-tariff trade barriers.

The country has also used trade controls to affect non-trade-related political clashes.

Under the Biden administration, the US developed a “small yard, high fence” approach – meaning the US would “be selective in choosing technologies that need protecting, but be aggressive in safeguarding them”.

It placed a series of export controls on semiconductors and products used to make them, encouraging allies such as Japan and the Netherlands to do the same.

In response, China began limiting exports of some critical minerals, placing restrictions in August 2023 on exports of certain types of gallium and germanium, followed by similar restrictions on graphite from December 2023 and on antimony from September 2024.

With the exception of antimony, these restrictions were enacted in a clear response to US moves to curb Chinese imports for use in its semiconductor sector.

At the same time, China began enhancing its export control regime, which unified and rationalised an existing constellation of export control policies into a single framework.

This included development of an “unreliable entity list”, an export control law, legislation to counter foreign sanctions and regulation of items that are considered “dual-use”, meaning they can be used for military as well as civilian purposes.

“Historically, [China’s] export control regime has been extremely piecemeal,” Cory Combs, head of critical mineral and supply chain research at consultancy Trivium China, tells Carbon Brief.

He adds that one of the recent policy push’s major aims was to improve compliance by “making sure everything's in one place and the rules are consistent – that you don't have slightly different standards for different types of controls”.

These efforts paved the way to restrictions on critical minerals being intensified in early December 2024, when China sharpened restrictions on exporting graphite and banned exports of gallium, germanium and antimony to the US “in principle”.

A spokesperson from China’s commerce ministry stated this was in response to the US “weaponising” its own export controls by imposing broad restrictions on the Chinese chip-making industry.

How did the initial export bans affect critical mineral trade flows?

Analysis of China’s initial export controls on gallium, graphite and germanium shows that trade largely continued to flow, despite the new rules.

As shown in the graphs compiled by Carbon Brief below, Chinese exports of restricted types of gallium and germanium stopped for two months after the August restrictions came into effect. However, exports resumed from October 2023, albeit at slightly lower levels.

Not all types of the targeted critical minerals seemed to have been affected by the two-month suspension, with flows of non-controlled products, such as germanium oxides, seeing no significant change.

For graphite, exports of major products remained relatively stable, with the exception of a spike in exports ahead of the restrictions coming into place, likely due to stockpiling. Average exports in 2024 were higher than in 2022.

Monthly exports from China of selected types of gallium, germanium, graphite and antimony between January 2023 and October 2023, compared to the average total monthly exports in 2022. The red line indicates when the initial export controls came into effect, excluding the US-specific controls announced in December 2024. Source: General Administration of Customs China, with analysis by Carbon Brief.
Monthly exports from China of selected types of gallium, germanium, graphite and antimony between January 2023 and October 2023, compared to the average total monthly exports in 2022. The red line indicates when the initial export controls came into effect, excluding the US-specific controls announced in December 2024. Source: General Administration of Customs China, with analysis by Carbon Brief.

Both Combs and Johnson both note that, anecdotally, they had not heard of any cases of exporters being unable to acquire licences to export products.

Alderson tells Carbon Brief that exporters, nevertheless, found that the approvals were particularly quick for South Korea and Japan, while it took “longer for [products destined for the] US and India to get licenses approved”.

Analysis by the US-based Peterson Institute for International Economics (PIIE) similarly found that, for the US in particular, the export controls on gallium, germanium and graphite “haven’t radically altered the US-China trading relationship around these minerals and related products”, as shown in the graph below.

Monthly imports to the US from China of selected types of gallium (red), germanium (black) and graphite (blue), as a share of total imports in those categories, between January 2020 and August 2024. Source: PIIE.
Monthly imports to the US from China of selected types of gallium (red), germanium (black) and graphite (blue), as a share of total imports in those categories, between January 2020 and August 2024. Source: PIIE.

For graphite (the blue line in the chart), US imports from February to August 2024 were “only a hair lower than in the seven months preceding the announcement of export controls”, it found.

For germanium (black), in 10 months following the enactment of controls, exports were “down only one percentage point from the ten months preceding the ban”, it added. For gallium (red), while exports have fallen to zero, “the chart makes very clear [that] the US was never particularly reliant on China for sourcing in the first place”.

The PIIE analysis concluded in August 2024, ahead of the restrictions on antimony and US-specific controls.

This outcome was likely by design, due to the calculated nature of China’s export controls.

The goal of the initial export controls was to improve China’s visibility of how the minerals it processed were being used, Combs tells Carbon Brief, which is why the initial controls required exporters to apply for licences, rather than implementing a blanket ban on exports.

Alderson says that the new licences required companies to share more information about themselves, their products and their end users.

As such, cutting off supplies to other countries immediately was not the aim of the original announcements.

The initial controls on critical minerals broadly follow similar patterns to China’s previous non-tariff trade measures. With the exception of antimony, the critical mineral controls were imposed in response to perceived attempts to “undermine China’s national sovereignty, security, and development interests”, rather than being the first salvo of a trade dispute.

This is because, according to a Royal United Services Institute (RUSI) report, China is aware that outright export bans would accelerate other nations’ efforts to derisk and diversify supply chains, weakening its long-term position.

The RUSI report added that export controls must be examined to determine whether the move is meant to be a political signal or a more serious attempt at “economic coercion”.

Stringent export controls incur a domestic cost in China, impacting both industrial activity and broader economic growth. As such, export controls are likely to be calibrated to capture headlines without incurring as severe an economic impact as they imply, RUSI said.

A government official involved in the design of the gallium and germanium controls said they were meant to be a “deterrent”, the Financial Times reported, quoting the official saying: “We had many options…This was not our most extreme move.”

Cardboard boxes containing the metal germanium in Frankfurt, Germany, shipped from China. Credit: dpa picture alliance / Alamy Stock Photo. Image ID: EDBJJX
Cardboard boxes containing the metal germanium in Frankfurt, Germany, shipped from China. Credit: dpa picture alliance / Alamy Stock Photo.

An example of China “going for the throat” with export controls, Combs tells Carbon Brief before the US-specific controls were announced, would be placing controls on copper.

He explains this is because – although Chinese copper is a vital resource in global manufacturing, particularly in clean-energy technologies – the majority of copper smelted in China is consumed domestically. As a result, an export control on copper “would be a perfect case of hurting others without hurting itself too much”.

“Instead”, he says, the initial moves seemed to be saying “don’t test us”.

Do the US-specific controls represent a significant change in China’s strategy?

The measures announced in early December 2024 are a pointed escalation of China’s use of critical mineral export controls.

Under the new rules, gallium, germanium and antimony will “in principle” no longer be permitted to be shipped to the US and tighter controls will be placed on sales of graphite.

In an analysis, Combs and Trivium China co-founder Andrew Polk wrote that the restrictions are a signal that China is “ready to counter US moves much more aggressively”.

This was echoed by China’s former central bank governor Yi Gang, who the South China Morning Post quoted saying: “We all understand that, from an economics perspective, [retaliatory actions are] never a good choice…but there’s not much policymakers can do about that [in the face of domestic pressure].”

More time will be needed to see “how strict” implementation will be, Alderson says, adding that for graphite, it is not yet clear which products will be affected – the stricter controls could be limited to “the 99.999% [purity] which goes into military end-use materials”, rather than the lower-grade graphite used in electric vehicle batteries.

Trivium China’s assessment noted that the announcement suggested China would “close” loopholes that allowed for “export leakage”, adding that it is not clear “how far Beijing might go to investigate or punish third countries suspected of prohibited re-exports”.

Gerard di Pippo, senior geoeconomic analyst for Bloomberg Economics, was sceptical about the significance of the threat, writing that “China lacks the legal reach, export-control surveillance capabilities and alliance network” needed to enforce third-country compliance.

Other analysts told MIT Technology Review that, “for the most part, the bans won’t have major economic impacts”, due to existing US efforts to diversify its supply chains

Nevertheless, Alderson says, the current uncertainty underscores the fact that “localisation is critical” for those that rely on critical minerals.

Could future US-China tensions exacerbate critical mineral controls?

China’s motive for the most recent controls is unclear, Combs and Polk wrote. It could be to protest against the US move to restrict exports of particular chips and chip-making tools as well as the addition of 140 Chinese companies to a trade blacklist, they said, or to “warn the incoming Trump administration” against raising tensions.

It is broadly expected that US-China trade tensions will escalate after Donald Trump begins his second term as US president.

US concerns around the “threat” that China poses to its industrial capabilities have been notably bipartisan. However, where Biden’s approach was characterised by relatively nuanced policies, the second Trump administration – much like the first – could prioritise the use of broad tariffs to shrink the US’ trade deficit with China.

Combs tells Carbon Brief that Beijing’s goal is to “change US behaviour”, so it would “use terms that Trump understands”, such as broad trade tariffs, in trade disputes with the US, rather than the more nuanced controls it has used in response to the Biden administration. He explains:

“Most of the [trade volume and value of these] minerals are way too small to affect the trade balance…so purchases of beef, soy and similar items would make more sense as a retaliation mechanism [for China to use].”

It remains to be seen, he says, how much emphasis Trumps’ advisors, particularly new commerce secretary Howard Lutnick, will place on critical minerals. The issue could appear on the radar should Beijing use additional controls to pressure particular US companies to lobby the US government, he adds.

Johnson notes that China has reasons to avoid escalating the issue of critical mineral exports further, such as its dependency on the US for exports of a number of minerals, such as high purity quartz, iron ore and potash.

In addition, he says, the minerals that countries consider critical “change over time”, as new technologies create demand for new minerals and render other minerals obsolete.

Progress in developing recycling processes could also relieve pressure on supply chains. Scrap is already a small source for supply of gallium and germanium, while germanium can also be recovered from existing products.

According to the IEA, successful scaling-up of recycling could “lower the need for new mining activity by 25‑40% by 2050”, under a scenario that assumes governments will meet all of their climate goals on time and in full.

Meanwhile, other regions seem to be treading cautiously. The Washington Post notes that pushback from the Japanese and Dutch governments led to a “delay” in the launch of the most recent US semiconductor export controls, which were watered down to “accommodate” their concerns.

Combs tells Carbon Brief that he does not see any flashpoints significant enough to trigger export controls on critical minerals to the EU.

“[Restricting China’s ability to buy from] ASML was the single most impactful [move against China by the EU],” he says, adding that there are few, if any, remaining political disputes where Europe would willingly trigger “significant retaliation” from China.

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Carbon Brief Quiz 2026: Picture Round 1 and 2

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All answers will need to be submitted via the Google form by the end of the half-time break

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Landmark deal to share Chile’s lithium windfall fractures Indigenous communities

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Rudecindo Espíndola’s family has been growing corn, figs and other crops for generations in the Soncor Valley in northern Chile, an oasis of green orchards in one of the driest places on Earth the Atacama desert.

Perched nearly 2,500 metres above sea level, his village, Toconao, means “lost corner” in the Kunza language of the Indigenous people who have lived and farmed the land in this remote spot for millennia.

“Our deep connection to this place is based on what we have inherited from our ancestors: our culture, our language,” said Espíndola, a member of a local research team that found evidence that people have inhabited the desert for more than 12,000 years.

This distant outpost is at the heart of the global rush for lithium, a silvery-white metal used to make batteries for electric vehicles (EV) and renewable energy storage that are vital to the world’s clean energy transition. The Atacama salt flat is home to about 25% of the world’s known lithium reserves, turning Chile into the world’s second-largest lithium producer after Australia.

For decades, the Atacama’s Indigenous Lickanantay people have protested against the expansion of the lithium industry, warning that the large evaporation ponds used to extract lithium from the brine beneath the salt flats are depleting scarce and sacred water supplies and destroying fragile desert ecosystems.

Espíndola joined the protests, fearing that competition for water could pose an existential threat to his community.

But last year, he was among dozens of Indigenous representatives who sat across the table from executives representing two Chilean mining giants to hammer out a governance model that gives Indigenous communities living close to lithium sites a bigger say over operations, and a greater share of the economic benefits.

A man wearing a black T-shirt and a hat stands in front of a tree
Rudecindo Espíndola stands in a green oasis near the village of Toconao in the Atacama desert (Photo: Francisco Parra)

A pioneering deal

The agreement is part of a landmark deal between state-owned copper miner Codelco and lithium producer the Sociedad Química y Minera de Chile (SQM) to extract lithium from the salt flats until 2060 through a joint venture called NovaAndino Litio.

The governance model that promises people living in Toconao and other villages around the salt flats millions of dollars in benefits and greater environmental oversight is the first of its kind in mineral-rich Chile, and has been hailed by industry experts as the start of a potential model for more responsible mining for energy transition metals.

NovaAndino told Climate Home News the negotiations with local communities represented an “unprecedented process that has allowed us to incorporate the territory’s vision early in the project’s design” and creates “a system of permanent engagement” with local communities.

The company added it will contribute to sustainable development in the area and help “the safeguarding of [the Lickanantay people’s] culture and environmental values”.

    For mining companies, such agreements could help reduce social conflicts and protests, which have delayed and stalled extraction in other parts of South America’s lithium-rich region, known as the lithium triangle.

    “Argentina and Bolivia could learn a lot from what we’re doing [here],” said Rodrigo Guerrero, a researcher at the Santiago-based Espacio Público think-tank, adding that adopting participatory frameworks early on could prevent them from “going through the entire cycle of disputes” that Chile has experienced.

    Justice at last?

    As part of the governance deal, NovaAndino has pledged to adopt technologies that will reduce water use and mitigate the environmental impacts of lithium extraction.

    It has also committed to hold more than 100 annual meetings with community representatives to build a “good faith” relationship, and an Indigenous Advisory Council will meet twice a year with the company’s sustainability committee to discuss its environmental strategy, company sources said. The meetings are due to begin next month.

    To oversee the agreement’s implementation, an assembly – composed of representatives from all 25 signatory communities – will track the project’s progress. In addition, NovaAndino will hold one-on-one meetings with each community to address issues such as the hiring of local people and the protection of Indigenous employees.

    A flamingo at the Chaxa Lagoon in the Atacama salt flat (Photo: REUTERS/Cristian Rudolffi)

    Espíndola said the deal, while far from perfect, was an important step forward.

    “Previously, Indigenous participation was ambiguous. Now we talk about participation at [every] hierarchical level of this process, a very strong empowerment for Indigenous communities,” said Espíndola, adding that it did not give local communities everything they had asked for. For instance, they will not hold veto power over NovaAndino’s decisions or have a formal shareholder role.

    But after years of conflict with mining companies, a form of “participatory justice is being done”, he said.

    Not everyone is convinced that the accord, pushed by Chile’s former leftist government, marks progress, however.

    “Not in our name”

    The negotiations have caused deep divisions among the Lickanantay, some of whom say greater engagement with mining companies will not stop irreparable damage to the salt flats on which their traditional way of life depends. Others fear the promise of more money will further erode community bonds.

    In January 2024, Indigenous communities from five villages closest to the mining operations, including Toconao, blocked the main access roads to the lithium extraction sites. They said the Council of Atacameño Peoples, which represents 18 Lickanantay communities and was leading discussions with the company, no longer spoke for them.

    Official transcripts of consultations on the extension of the lithium contracts and how to share the promised benefits reveal deep divisions. Tensions peaked when communities around the mining operations clashed over how to distribute the multimillion-dollar windfall, with villages closest to the mining sites demanding the largest share.

    Eventually, separate deals establishing a new governance framework over mining activities were reached between Codelco and SQM with 25 local communities, including a specific agreement for the five villages closest to the extraction sites.

    Codelco’s chairman Maximo Pacheco (Photo: REUTERS/Rodrigo Garrido)

    The division caused by the separate deal for the five villages “will cause historic damage” to the unity of the Atacama desert’s Indigenous peoples, said Hugo Flores, president of the Council of Atacameño Associations, a separate group representing farmers, herders and local workers who oppose the mining expansion.

    Sonia Ramos, 83, a renowned Lickanantay healer and well-known anti-mining activist, lamented the fracturing of social bonds over money, and for the sake of meeting government objectives.

    “There is fragmentation among the communities themselves. Everything has transformed into disequilibrium,” said the 83-year-old.

    “[NovaAndino] supposedly has economic significance for the country, but for us, it is the opposite,” she said.

    The company told Climate Home News it has “acted consistently” to promote “transparent, voluntary, and good-faith dialogue with the communities in the territory, recognising their diversity and autonomy, and always respecting their timelines and forms of participation”.

    A one-off deal or a model for others?

    The NovaAndino joint venture is a pillar of Chile’s strategy to double lithium production by 2031 and consolidate the copper-producing nation’s role in the clean energy transition as demand for battery minerals accelerates.

    Chile’s new far-right president, José Antonio Kast, who was sworn in last week, promised to respect the lithium contracts signed by his predecessor’s administration – including the governance model.

    Still, some experts say the splits over the new model highlight the need for legislation that mandates direct engagement and minimum community benefits for all large mining projects.

    “In the past, this has lent itself to clientelism, communities who negotiate best or arrive first get the better deal,” said Pedro Zapata, a programme officer in Chile for the Natural Resource Governance Institute.

    “This can be to the detriment of other communities with less strength. We cannot have first- and second-class citizens subject to the same industry,” he added.

    The government is already negotiating two more public-private partnerships to extract lithium with mining giant Rio Tinto, which it said would include a framework to engage with Indigenous communities and share some of the revenues. The details will need to be negotiated between local people, the government and the company.

    Sharing the benefits of mining

    Under the deal in the Atacama, NovaAndino will run SQM’s current lithium concessions until they expire in 2030 before seeking new permits to expand mining in the region under a vast project known as “Salar Futuro” – a process which will require further mandatory consultations with communities.

    Besides the participatory mechanism, the new agreement promises more money than ever before for salt flat communities.

    A stone arch welcomes visitors to the village of Peine, one of the closest settlements to lithium mining sites in the Atacama salt flat (Photo: REUTERS/Cristian Rudolffi)

    Depending on the global price of lithium and their proximity to the mining operations, Indigenous communities could collectively receive roughly $30 million annually in funding – about double what SQM currently disburses under existing contracts.

    When taking into account the company’s payments to local and regional authorities, contributions could reach $150 million annually, according to the government.

    To access these resources, each community will need to submit a pipeline of projects they would like funding for under a complex arrangement that includes five separate financial streams:

    • A general investment fund will distribute funding based on each village’s size and proximity to the mining sites
    • A development fund will support projects specifically in the five communities closest to the extraction sites
    • Contributions to farmers and livestock associations
    • Contributions to local governments
    • A groundbreaking “intergenerational fund” held in trust for the Lickanantay until 2060

    For many isolated communities in the Atacama desert, financial contributions from mining firms have funded essential public services, such as healthcare and facilities like football pitches and swimming pools.

    In the past, communities have used some of the benefits they received from mining to build their own environmental monitoring units, hiring teams of hydrogeologists and lawyers to scrutinise miners’ activities.

    Espíndola said the new model could pave the way for more ambitious development projects such as water treatment plants and community solar energy projects.

    A man in a white shirt and glasses stands in front of a stone wall
    Sergio Cubillos, president of the Peine community, was one of the Indigenous representatives in the negotiations with Codelco and SQM (Photo credit: Formando Rutas/ Daniela Carvajal)

    Competition for water

    The depletion of water resources is one of local people’s biggest environmental concerns.

    To extract lithium from the salt flats, miners pump lithium-rich brine accumulated over millions of years in underground reservoirs into gigantic pools, where the water is left to evaporate under the sun and leaves behind lithium carbonate.

    One study has shown that the practice is causing the salt flat to sink by up to two centimetres a year. SQM recently said its current operations consume approximately 11,500 to 12,500 litres of industrial freshwater for every metric ton of lithium produced.

    NovaAndino has committed to significantly reduce the company’s water use by returning at least 30% of the water it extracts from the brine and eliminating the use of all freshwater in its operations within five years of obtaining an environmental permit.

      Cristina Dorador, a microbiologist at the University of Antofagasta, told Climate Home News that reinjecting the water underground is untested at a large scale and could impact the chemical composition of the salt flats.

      Continuing to extract lithium from the flats until 2060 could be the “final blow” for this fragile ecosystem, she said.

      Asked to comment on such concerns, NovaAndino said any new technology will be “subject to the highest regulatory standards”, and pledged to ensure transparency through “an updated monitoring system with the participation of Indigenous communities”.

      High price for hard-won gains

      For the five communities living on the doorstep of the lithium pools, one of the biggest gains is being granted physical access to the mining sites to monitor the lithium extraction and its impact on the salt flats.

      That is a first and will strengthen communities’ ability to call out environmental harms, said Sergio Cubillos, the community president of Peine, the village closest to the evaporation ponds. It could also give them the means to seek remediation through the courts if necessary, Espíndola said.

      Gaining such rights represents long-overdue progress, Cubillos said, but it has come at a high price for the Lickanantay people.

      “Communities receiving money today is what has ultimately led to this division, because we haven’t been able to figure out what we want, how we want it, and how we envision our future as a people,” he said.

      Main image: A truck loads concentrated brine at SQM’s lithium mine at the Atacama salt flat in Chile (Photo: REUTERS/Ivan Alvarado)

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      Roadmap launched to restart deadlocked UN plastics treaty talks

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      Diplomats will hold a series of informal meetings this year in a bid to revive stalled talks over a global treaty to curb plastic pollution, before aiming to reconvene for the next round of official negotiations at the end of 2026 or early 2027.

      Hoping to find a long-awaited breakthrough in the deeply divided UN process, the chair of the talks, Chilean ambassador Julio Cordano, released a roadmap on Monday to inject momentum into the discussions after negotiations collapsed at a chaotic session in Geneva last August.

      Cordano wrote in a letter that countries would meet in Nairobi from June 30 to July 3 for informal discussions to review all the components of the negotiations, including thorny issues such as efforts to limit soaring plastic production.

        The gathering should result in the drafting of a new document laying the foundations of a future treaty text with options on elements with divergent views, but “no surprises” such as new ideas or compromise proposals. This plan aims to address the fact that countries left Geneva without a draft text to work on – something Cordano called a “significant limitation” in his letter.

        “Predictable pathway”

        The meeting in the Kenyan capital will follow a series of virtual consultations every four to six weeks, where heads of country delegations will exchange views on specific topics. A second in-person meeting aimed at finding solutions might take place in early October, depending on the availability of funding.

        Cordano said the roadmap should offer “a predictable pathway” in the lead-up to the next formal negotiating session, which is expected to take place over 10 days at the end of 2026 or early 2027. A host country has yet to be selected, but Climate Home News understands that Brazil, Azerbaijan or Kenya – the home of the UN Environment Programme – have been put forward as options.

        Countries have twice failed to agree on a global plastics treaty at what were meant to be final rounds of negotiations in December 2024 and August 2025.

        Divisions on plastic production

        One of the most divisive elements of the discussions remains what the pact should do about plastic production, which, according to the UN, is set to triple by 2060 without intervention.

        A majority, which includes most European, Latin American, African and Pacific island nations, wants to limit the manufacturing of plastic to “sustainable levels”. But large fossil fuel and petrochemical producers, led by Saudi Arabia, the United States, Russia and India, say the treaty should only focus on managing plastic waste.

        As nearly all plastic is made from planet-heating oil, gas and coal, the sector’s trajectory will have a significant impact on global efforts to reduce greenhouse gas emissions.

        Countries still far apart

        After an eight-month hiatus, informal discussions restarted in early March at an informal meeting of about 20 countries hosted by Japan.

        A participant told Climate Home News that, while the gathering had been helpful to test ideas, progress remained “challenging”, with national stances largely unchanged.

        The source added that countries would need to achieve a significant shift in positions in the coming months to make reconvening formal negotiations worthwhile.

        Deep divisions persist as plastics treaty talks restart at informal meeting

        Jacob Kean-Hammerson, global plastics policy lead at Greenpeace USA, said the new roadmap offers an opportunity for countries to “defend and protect the most critical provisions on the table”.

        He said that the document expected after the Nairobi meeting “must include and revisit proposals backed by a large number of countries, especially on plastic production, that have previously been disregarded”.

        “These measures are essential to addressing the crisis at its source and must be reinstated as a key part of the negotiations,” he added.

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