Diplomacy
Western countries join forces to break China’s grip on critical minerals
Western countries are directing their development finance and export credit agencies to work with the private sector to support critical mining projects in a bid to break China’s dominance of a sector vital to high-tech industries.
The Financial Times (FT) reports that the Minerals Security Partnership (MSP), a group of 14 countries and the European Commission seeking to increase international cooperation and pledge financial support for a giant nickel project in Tanzania backed by mining monopoly BHP, will unveil a new financing network at an event in New York today (23 September).
MSP member countries are: Australia, Canada, Estonia, Finland, France, Germany, India, Italy, Japan, the Republic of Korea, Norway, Sweden, the United Kingdom, the United States and the European Commission.
In a joint statement to be released during the UN General Assembly, the network will “strengthen cooperation, promote information sharing and co-financing”.
Companies such as BlackRock and Goldman will also attend the meeting
The statement lists 10 critical mining projects that have already received support from MSP partner governments.
The meeting, which will be attended by representatives from BlackRock, Goldman Sachs, Citigroup, Rio Tinto and Anglo American, is part of an effort to encourage private investors and mining companies to invest more in the sector.
Jose Fernandez, US undersecretary of state for economic growth, said another 30 critical mineral mining projects were being evaluated by the MSP at a time when Western governments are racing to secure the raw materials needed to produce everything from electric cars to advanced weapons.
Washington accuses Beijing of ‘overproduction and predatory pricing’
What China is doing is following the monopolist’s playbook to eliminate competition,’ Fernandez claimed, accusing Beijing of ‘overproduction and predatory pricing’ to maintain its grip on the global supply of critical minerals.
We recognise that we cannot solve this problem with one country, we are stronger together,’ Fernandez said in an interview with the FT.
Chinese companies control 90 per cent of the world’s rare earth processing capacity and more than half of the processing capacity for cobalt, nickel and lithium minerals used to make batteries for electric vehicles.
The aim is to wean low-income countries off China
“They’ve had the only game in town; we’re changing that,” said Abigail Hunter, executive director of the SAFE Center for Critical Minerals Strategy, an NGO working with the US State Department to promote investment in the critical minerals supply chain.
The goal is to “provide an alternative to China in terms of financing, especially for low-income countries,” says Hunter.
The US Development Finance Corporation (DFC) will issue a letter of intent to provide debt financing for a mining project in Tanzania that will loosen China’s and Indonesia’s control over the supply of nickel, a key battery component.
The Kabanga nickel project is being developed by Lifezone Metals, an Isle of Man-based company 17 per cent owned by BHP.
The project is a challenge to the Chinese-backed investment that has reshaped the nickel market in Indonesia, giving the country a virtual monopoly and increasing its share of global production to 55 per cent from 16 per cent in 2017.
Call for more space for public-private partnerships
“The DFC declined to say how much it would lend to the project. Our main focus is to ensure that the private sector gets its fair share and has the necessary tools to provide the financing and investment to stimulate growth in this sector,” said DFC chief executive Scott Nathan.
Private investors believe that increased demand for the commodities needed to drive the energy transition will create a profitable and more stable market.
But they say more support and public-private collaboration is needed to attract more capital. Dominic Raab, former UK deputy prime minister and head of global affairs at Appian Capital Advisory, a major investor in critical minerals, said: “Investors wouldn’t look at these businesses if it weren’t for the potential returns, but that’s difficult. The question is whether we can put the needle in ourselves. I think we are starting to put the bones of a plan together, but we don’t have the scale yet and we need to show staying power,” he said.
Diplomacy
UK Prime Minister Andy Burnham pledges full support to Ukraine in meeting with Zelenskyy
UK Prime Minister Andy Burnham has met with Ukrainian President Volodymyr Zelenskyy in Portsmouth, England.
Zelenskyy is the first world leader Burnham has met in person since taking office, with the prime minister committing to building a “firm partnership” between the United Kingdom and Ukraine.
Demonstrating their support, the two leaders toured a military base in Portsmouth where 200 Ukrainian troops are currently undergoing naval training exercises.
Burnham described his meeting with the Ukrainian president as “warm” and said he plans to visit Ukraine soon.
“We will build this together and address the various issues President Zelenskyy is facing, many of which we discussed today,” Burnham said.
The meeting follows an announcement by London that it will share intellectual property rights to assist Kyiv’s war effort.
The new prime minister announced that the UK will share the “Stone Cloak” electronic warfare system—which is fitted to drones to prevent detection—and will assist Ukraine in mass-producing the technology.
Burnham has focused primarily on domestic matters since replacing Keir Starmer, who faced criticism from elements within his own party for spending too much time abroad and focusing heavily on foreign affairs.
However, Burnham sought to signal continuity in Britain’s policy toward Ukraine. In one of his first phone calls after becoming prime minister last week, Burnham invited Zelenskyy to visit the UK “as soon as possible.”
Starmer spent his final full day as prime minister in Kyiv, where he announced £255 million in funding for Ukraine.
Speaking to Sky on Monday, Zelenskyy said his telephone conversation with Burnham had been “very good.”
The Ukrainian leader noted that Starmer had previously assured him that “the new government would maintain the policy of supporting Ukraine during the war.”
The new prime minister told the Ukrainian leader it was “no coincidence” that he was his first international visitor since moving into Downing Street.
“The purpose of this is to send a very clear message. We stand 100% with Ukraine, I personally stand 100% with you, and I will fully deliver on every commitment this country has made to Ukraine,” Burnham said.
Diplomacy
Ukraine targets first prototype of European Freyja missile defense system in early 2027
As Ukraine continues to lobby allies for new weapons capabilities to counter Russian missile strikes, the country aims to have a prototype of the Freyja anti-ballistic system, developed in partnership with European allies, ready in the first half of next year.
David Aloyan, deputy secretary of Ukraine’s National Security and Defense Council and director of the Freyja project, stated—as reported by Reuters—that an international steering committee tasked with calculating research and development costs will meet for the first time in the near future.
The anti-ballistic coalition was officially established two weeks ago at a summit held in the French capital, Paris. The summit was attended by leaders of 10 European nations, including Ukrainian President Volodymyr Zelenskyy, alongside roughly 12 defense industry contractors.
Providing details on the timeline, Aloyan said: “We have an ambitious goal because we are working on a very tight schedule. We aim to have a viable prototype that can show its first practical results in the first half of next year.”
Ukraine remains chronically dependent on US-made Patriot air defense systems, which are currently the only weapons capable of reliably intercepting Russia’s hypersonic and high-velocity ballistic missiles. However, Patriot deliveries have faced persistent disruptions driven by political fluctuations, low inventory levels, and extended production cycles.
The Russian military intensified its ballistic missile strikes this month against the capital, Kyiv, and the southern port city of Odesa. Facing salvos of dozens of missiles, Ukraine was unable to destroy the majority of incoming targets due to a severe shortage of interceptor munitions.
The Ukrainian government has indicated that it is prepared to contribute a launch vehicle and an interceptor missile to the Freyja initiative. In comments made this month, President Zelenskyy remarked that the project has now become purely a “matter of testing,” expressing hope that the system will become operational within a year.
Kyiv expects its allies to provide specialized expertise and technology in advanced radars, sensors, and missile guidance and control electronics. Defense contractors participating in the project include Eurosam—the consortium behind the SAMP/T system—as well as Leonardo, Thales, and Saab.
Fire Point, the Ukrainian missile and drone manufacturer that developed the Flamingo cruise missile, announced that it will serve as the primary industrial partner for the project. The company disclosed last month that it had reached an agreement with German defense producer Hensoldt to supply the radar components required for the initiative.
The Freyja project stands out as an effort to construct a lower-cost alternative to the Patriot system, on which many European nations also rely. Other European air defense assets, such as the Franco-Italian SAMP/T and the German-made IRIS-T, have not yet demonstrated sufficient operational capability in intercepting ballistic missiles.
Zelenskyy likened the operational framework of the Freyja coalition to a Lego arrangement, in which defense industry leaders assemble interconnected components.
Emphasizing the flexibility of the design, Aloyan noted that manufacturers have been tasked with developing a system architecture featuring interchangeable components, stating:
“The core logic of this system is that it possesses an open architecture. If Denmark says, ‘I want a Freyja system configured with a Danish-made Weibel radar,’ that is possible. If Sweden states that it wishes to integrate a Saab system, that presents no issue either.”
Aloyan added that establishing a dedicated administrative body or fund to direct all project contributions and secure stable, continuous financing remains among the options under consideration.
The Ukrainian official stressed that direct corporate participation alongside sovereign governments would streamline bureaucracy, concluding: “The coalition must advance on practical grounds rather than political ones.”
Diplomacy
US expands Middle East air operations using German bases as regional casualties rise
Germany continues to provide crucial logistical support to the US military as Washington prepares for a major expansion of the war against Iran, utilizing its extensive network of installations across the country.
According to a report by German Foreign Policy, US fighter jets and troops are being routed through Ramstein Air Base—mirroring operations conducted prior to the outbreak of hostilities and throughout the first 40 days of the conflict—where forces remain stationed ahead of an announced wave of heavy airstrikes.
Spangdahlem Air Base is playing an equally vital role in the logistical pipeline. F-16 fighter jets stationed at the site were redeployed last week to staging areas in the Middle East, having returned from combat missions in the region only a few weeks prior.
Meanwhile, Landstuhl Regional Medical Center—the largest US military hospital outside the United States—serves as a critical medical hub. In recent days, approximately one dozen US service members, including several with severe injuries, were evacuated to the facility for treatment.
Medical staffing at Landstuhl has been expanded significantly in anticipation of a further rise in casualties.
Ramstein
The US armed forces are drawing heavily on their military infrastructure in Germany to execute troop concentrations directed at Iran.
Ramstein Air Base near Kaiserslautern—the largest US Air Force installation outside the US and headquarters for US Air Force forces in Europe and Africa—is operating continuously to facilitate the deployment.
Ramstein has long drawn international attention for housing a satellite relay station used to control US military drone operations across Africa, the Near East, and the Middle East.
Data streams for other operational maneuvers are also routed through Ramstein, specifically those serving the war in Iran.
Furthermore, the installation operates as a permanent logistical turnstile for the conflict. Shortly after the outbreak of hostilties, Spanish military aircraft that were denied permission by Madrid to participate in the war effort were rerouted to Ramstein.
In contrast to the Spanish government, Berlin has raised no objections to providing logistical support for the military campaign against Iran.
On Wednesday, a US E-11A Battlefield Airborne Communications Node (BACN) aircraft landed at Ramstein after departing Robins Air Force Base in the US state of Georgia, before proceeding toward the Middle East.
The aircraft provides real-time relay and tactical coordination between fighter jets and bombers during airborne strike operations.
Spangdahlem
Spangdahlem Air Base, located in the Eifel region, is serving as a key node in reinforcing the US Air Force presence in the Middle East ahead of a comprehensive expansion of the war.
Last week, US F-16 fighters permanently stationed at Spangdahlem were dispatched to the Middle East.
Their movement was complemented by F-35 jets deployed from RAF Lakenheath, northeast of Cambridge, and additional F-16s launched from Aviano Air Base in northeastern Italy.
The Spangdahlem-based F-16s had returned from combat operations in the war zone just weeks earlier.
These aircraft are specialized in Suppression of Enemy Air Defenses (SEAD) missions, designed to neutralize hostile air defense systems.
David Deptula, a retired US Air Force lieutenant general and dean of the Mitchell Institute for Aerospace Studies in Washington, told the US military newspaper Stars and Stripes that deploying fighter jets in such large numbers from all three US Air Force units in Europe to the Arabian Peninsula was highly unusual.
However, Deptula noted that toward the end of the Cold War, the US Air Force maintained nine operational units in Europe rather than three, pointing to a long-term decline in overall force capacity.
Landstuhl
Alongside Ramstein and Spangdahlem, Landstuhl Regional Medical Center—the largest American military hospital outside the US—is being utilized with heightened intensity in connection with the war in Iran.
In recent days, approximately 12 severely wounded US service members were evacuated from Jordan to Landstuhl for specialized care.
The arrivals have drawn public scrutiny, in part because the Trump administration has reported US casualty figures far less frequently than previous administrations.
While the death of US military personnel must be publicly disclosed under statutory requirements, observers in the US note that these requirements do not extend to private military contractors, who constitute a significant share of personnel on US military bases.
Following recent admissions by the Pentagon that three US service members were killed in Iranian strikes near Muwaffaq Salti Air Base in Jordan, investigations by US news outlets revealed that roughly 100 US military personnel were wounded between June 7 and last weekend.
Material damage from Iranian retaliation
In addition to figures on wounded US military personnel, initial investigative media reports have begun detailing the extent of structural damage inflicted on American weaponry and military infrastructure.
As reported by The New York Times on Wednesday, Iranian forces concentrated their strikes this month on nine locations with a US military presence, down from 18 during the first 40 days of the war.
Muwaffaq Salti Air Base was struck four times. According to the newspaper, drone strikes destroyed three buildings, two hangars, and structures believed to serve as living quarters.
Tower 22, a US military outpost in far northeastern Jordan along the Syrian border, also sustained severe damage.
In addition, hangars and a radar system at two other military bases in Jordan were hit, as was King Hussein International Airport, where US personnel are stationed.
In Bahrain, at least one warehouse was damaged, while a military tent was destroyed at Erbil International Airport in northern Iraq, where US troops are deployed.
Ali Al Salem Air Base in Kuwait was also struck, and a radar system at Ahmad Al Jaber Air Base—which had been operational for only six months—was destroyed.
These incidents represent only a portion of the damage confirmed to date.
Undisclosed US casualties
Beyond Washington’s public statements, preparations behind the scenes are underscored by the recent deployment of more than 150 additional US medical personnel to Landstuhl Regional Medical Center.
Should US President Donald Trump order an expansion of US attacks, officials anticipate a parallel escalation in Iranian retaliatory strikes and a corresponding rise in US casualties.
These casualties will include severely wounded personnel who will be evacuated to Germany for medical treatment.
Servicemen killed in Iranian counterattacks are also likely to be routed through Germany before their remains are repatriated to the US. Flights operated by Air Force Mortuary Affairs Operations (AFMAO) carrying fallen personnel from the combat zone to the US routinely make layovers at Ramstein.
This procedure was followed during the recent repatriation of the bodies of four US soldiers killed in the Middle East. Flights from Ramstein to Dover Air Force Base in Delaware reportedly take between nine and ten hours.
Legal implications for Berlin
To expand a war of aggression that violates international law, President Trump has formally announced upcoming US strikes on civilian infrastructure—actions that constitute war crimes.
The announcement of an intent to order war crimes carries serious legal implications for the German government.
Germany continues to allow the US armed forces to utilize military infrastructure on its territory, including Ramstein, Spangdahlem, and Landstuhl, and grants overflight rights without hesitation.
According to Michael Riegner, professor of public law, international law, and comparative law at the University of Erfurt and director of the university’s Global Justice Clinic, the argument that this support carries no legal consequences is untenable.
Riegner argues that limiting Article 26, Paragraph 1 of the German Basic Law strictly to the Bundeswehr is legally unacceptable.
The constitutional clause mandates punishment for “acts tending to upset the peaceful relations between nations, especially an act preparing for a war of aggression.”
Riegner contends that anyone who assists in the execution of a war of aggression is guilty of aiding and abetting an unlawful act.
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