Silverado Policy Accelerator

A bipartisan nonprofit organization dedicated to advancing American prosperity and global competitiveness in the 21st century.
Podcast: @GeopolDecanted

[Silverado Policy Accelerator @SilveradoPolicy]

Silverado is now on Substack.

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https://t.co/XRAi1Aw7ET

[Silverado Policy Accelerator @SilveradoPolicy]

War, AI, semiconductors, cyber, and supply chains are no longer separate conversations.

📽️In a recent @TEDx Palo Alto Talk, @DAlperovitch examines the Cold War between the U.S.-China & why Taiwan sits at the center of the geopolitical balance of power https://t.co/cn4IPTAwyX

[Silverado Policy Accelerator @SilveradoPolicy]

China’s global exports of export-controlled rare earth compounds and metals remained low in April 2026. China’s global exports of rare earth magnets were around historical levels, but exports to the U.S. remained below 2024 levels. See our new dashboard https://t.co/NlB4tgaoSU

[Silverado Policy Accelerator @SilveradoPolicy]

China’s exports of rare earth compounds and metals to the U.S. briefly recovered in March 2026 but fell again in April. China’s exports of rare earth magnets to the U.S. in April 2026 remained below typical historical levels. See our new dashboard https://t.co/lm79KZHho7

[United States Trade Representative @USTradeRep]

Yesterday, Ambassador Greer joined CEO and Executive Director of @SilveradoPolicy, @SarahStewartDC, to discuss how @POTUS’ tariff program is advancing the prosperity of Americans today and the generations to follow, securing trade deals to eliminate long-standing barriers while promoting and protecting American workers and industries.

[Silverado Policy Accelerator @SilveradoPolicy]

As the source of most mined cobalt, the DRC’s decision to suspend cobalt exports in Feb. 2025 — later replacing the ban with export quotas through 2027 — led to a sharp decrease in global exports and a large increase in global prices
https://t.co/WujnmGtJlH

[Sarah Stewart @SarahStewartDC]

@SilveradoPolicy ’s new report Sourcing the Screen highlights how 3 out of 4 display cells will be fabricated in China by 2028. That’s a supply chain risk for U.S. businesses military. We propose three paths forward.

https://t.co/9LTZqLDQpe

https://t.co/lGpLYx6OcL

[Select Committee on China @ChinaSelect]

"It all comes down to compute."

@DAlperovitch from @SilveradoPolicy explains:
"The single most important input to winning is compute the processing power used to train and run AI models. Let me say that plainly, because it is defining that everything that congress and this committee do on AI policy. The binding constraint in this competition is not talent, it is not data, and it is not cash. Both the United States and China have talented researchers and financial resources, and we have learned that frontier models trained on generic data routinely outperform smaller models, trained on more specialized inputs. It all comes down to compute."

[Select Committee on China @ChinaSelect]

Hearing Notice | On Thursday, @ChinaSelect will have a hearing entitled, "China's Campaign to Steal America's AI Edge."

The discussion will focus on what China can buy vs. what China attempts to steal when legal acquisition falls short. Topics will include SME and AI chips, foundry evasion, chip smuggling, adversarial distillation of frontier U.S. models, and more.

Witnesses include:
@DAlperovitch from @SilveradoPolicy
@kyleichan from @BrookingsInst
@YusufSMahmood from @A1Policy

Watch here: https://t.co/GlfXzlQcZx

[Silverado Policy Accelerator @SilveradoPolicy]

China’s global exports of export-controlled rare earth compounds and metals dropped sharply in January and February 2026, with weak exports to the U.S. and an almost complete stop in exports to Japan. See Silverado’s latest data dashboard for more https://t.co/NlB4tgaoSU

[Dmitri Alperovitch @DAlperovitch]

How to Reopen the Strait of Hormuz

New @GeopolDecanted episode on how the US military can mitigate against the anti-ship cruise missile, drone, fast-attack boat and mine threat in the Persian Gulf. And the possible timeline for return to normalcy

https://t.co/mqE6r5QRMz

[Silverado Policy Accelerator @SilveradoPolicy]

China’s February 2025 export controls on bismuth tightened global supply of bismuth metal, driving prices higher and sharply reducing exports, which remained constrained throughout the year. See Silverado’s latest dashboard: https://t.co/qiGCt6zwGb

[Silverado Policy Accelerator @SilveradoPolicy]

China’s imports of semiconductor manufacturing equipment increased in 2025 to a record high of $51.1 billion–an almost 5x increase over the last decade, reflecting China’s rapid and intentional build out of foundational fab capacity.
https://t.co/izIiZInUvf

[Cobalt Institute @CobaltInstitut]

#CobaltInsights: What does “Project Vault” mean for #cobalt?

The US has launched a new public-private initiative to strengthen critical mineral supply chains.
Mahnaz Khan of @SilveradoPolicy explains how commercial stockpiling could affect cobalt market stability
#CriticalMetals

[Council on Foreign Relations @CFR_org]

"The United States needs a coordinated policy and financing architecture that treats innovation not as an afterthought but as the primary means by which it and its allies can leapfrog China in critical minerals—and secure the material foundations of economic and strategic strength," write @heidirediker and Mahnaz Khan in a new report. https://t.co/Ynj7DC7lpU

[Silverado Policy Accelerator @SilveradoPolicy]

China’s global exports of export controlled rare earth compounds and metals rose after Presidents Trump and Xi met at the end of October, but exports of certain products remain limited and are only directed to certain countries, according to our dashboard https://t.co/NlB4tgaoSU

[Silverado Policy Accelerator @SilveradoPolicy]

China’s exports to the U.S. of rare earth compounds & metals subject to export controls remained below historic levels in December according to the latest data. China’s exports of rare earth magnets to the U.S. continued at the low end of historical levels https://t.co/NlB4tgaoSU

[Silverado Policy Accelerator @SilveradoPolicy]

China is a key chokepoint for critical minerals, but there are other sources of supply for some minerals. Silverado’s latest report examines 12 key minerals/mineral groups to identify vulnerabilities and opportunities.
https://t.co/otRtV9EHze

[Dmitri Alperovitch @DAlperovitch]

🚨 Supreme Court vs. Trump Tariffs:
What happens if SCOTUS rules against the tariffs?

@GeopolDecanted breaks down:
✓ Which tariff categories are impacted
✓ The refund situation (billions on the line)
✓ Alternative tariff paths for the administration

https://t.co/ySWEqGYIXY

[Silverado Policy Accelerator @SilveradoPolicy]

Silverado’s new analysis examines China’s machine tool industry. China was the largest global producer in 2024 and passed Germany as the largest exporter in the first half of 2025. Check out the industry profile on our website 👇
https://t.co/D5aMl18iOU

[Silverado Policy Accelerator @SilveradoPolicy]

Truce for now but will it hold? Silverado Policy Accelerator CoFounder and Executive Chairman @DAlperovitch talks with @SarahStewartDC , CEO at Silverado and former senior US trade negotiator, about the Trump-Xi meeting in South Korea.
https://t.co/U9ZSiEEqmD