Great power competition now hinges on technological dominance. While the U.S. may master the machines of progress, we are faltering in securing the power that makes them run, a deficiency that our greatest competitor is beginning to weaponize against us.
Lithium exemplifies this dynamic. Beyond its well-known use in electric vehicles, lithium’s strategic value lies in securing the energy-intensive infrastructure that powers broader technological competition. Data centers—the backbone of artificial intelligence and cloud computing—increasingly rely on lithium-ion batteries, which China subjected to export controls last month. This is not an abstraction: lithium is more than a commodity—it has become a foundational national security asset.