Issue: U.S. Foreign Policy

Chavez, Bloomberg (31 Aug 2026)

The gap between the deal’s immediate political value and its likely effect on oil supply is particularly important with November’s midterm elections approaching, with the

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Q&A with Igor Patrick: “The dispute over who processes Brazilian rare earths—not who digs them—will define whether this moment becomes strategic autonomy or just another commodity boom.”

This Q&A is part of the Brazil Program’s ongoing efforts to examine the evolving geopolitical and economic dynamics shaping Brazil’s role in global supply chains, particularly in the context of critical minerals, strategic competition, and Brazil’s relations with the United States and China.

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