Moody’s Talks – The Big Picture – Details, episodes & analysis

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Moody’s Talks – The Big Picture

William Foster, Gabriel Agostini, Paloma San Valentin

Business

News

Society & Culture

Frequency: 1 episode/21d. Total Eps: 84

On Moody’s Talks – The Big Picture, hosts William Foster, Paloma San Valentin and Gabriel Agostini bring you insights from Moody’s analysts around the world on hot topics across fixed-income markets. Each episode will illuminate Moody’s thinking on the latest credit and economic developments, ranging from technological disruption, political shifts, to climate change. Please join us as we explore what’s on the horizon for the global credit landscape.

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https://pcm.adswizz.com
84 shares
https://www.moodys.com/newsandevents/topics/The-Big-Picture-00705A
24 shares
https://www.moodys.com/outlooks
3 shares

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Score global : 68%

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The Risks of Relying on Others for Critical Minerals

Season 2 · Episode 72

Monday, July 13, 2026 • Duration 22:53

Critical minerals are back in the spotlight as the global push for access to those supply chains grows – along with the risks for credit and areas like national security.

These elements, like lithium and cobalt, are key components of everything from electric vehicles to semiconductors. A subset, called rare earths, have qualities like magnetic powers and high heat resistance.

But just because you have them, doesn’t mean they are ready for use.

There is a complex and expensive extraction and refining process – and China dominates the world’s production capacity. Many countries are years away from refining minerals at the same scale domestically.

We discuss how critical minerals have become economic levers, spurred by geopolitical and trade tensions, demand for high-tech defense equipment, investment in AI and data centers, and diversification of energy sources.

Host: William Foster, Senior Vice President, Sovereign Risk, Moody's Ratings

Guests:

Atsi Sheth, Chief Credit Officer, Moody’s Ratings
Claire Li, Senior Analyst, Credit Strategy, Moody’s Ratings

Related Research:

Sovereigns – Emerging Markets - Critical minerals boom offers a step up the value chain if structural constraints ease 13 July 2026
Flipbook: Critical mineral and material reliance poses risks to US, but policy support offers relief, 5 November 2025
, 12 June 2025

Moody’s Talks – The Big Picture – Details, episodes & analysis

Podcast details

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Moody’s Talks – The Big Picture – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

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Other79

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Other79

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