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The pilot episode for RAW MATTERS offers a fast and furious conversation between the two hosts of the podcast, Jones & Poliscanova, covering the: • global geopolitics of critical minerals • the US-China clash and the collateral damage it is creating • the position of “middle powers” in a world of fortresses (Mark Carney’s speech at the World Economic Forum in Davos features heavily while being compared with Greta Thunberg’s “Our house is on fire” speech in 2029) • Europe’s struggles to move from words to action when it comes to its critical mineral strategy. Raw Matters #1 is an episode that sets the scene for the whole series of podcasts, discussing the multiple paradoxes, dilemmas, trade-offs, and elephants in the room. “In a world of great power rivalry, countries in between have a choice. Compete with each other for favour or to combine to create a third path with impact. We shouldn’t allow the rise of hard power to blind us to the fact that the power of legitimacy, integrity and rules will remain strong if we choose to wield them together.” (M. Carney, February 2026) The podcast RAW MATTERS is your podcast about the critical minerals that determine our common future. Clean energy, electric mobility, digital/AI technologies, and modern defense capabilities all rely on one foundation: critical minerals. Hosted by Peter Tom Jones (Director SIM² KU Leuven) and Julia Poliscanova (Senior Director at T&E), the podcast brings together leading voices from around the world. Whether you're a policymaker, researcher, investor, or simply curious, RAW MATTERS is your gateway to the critical minerals debate in a world where critical mineral supply chains are becoming battlefields. Funding and disclaimer Funding for this podcast episode comes from internal SIM² KU Leuven funding and co-funding by Horizon Europe projects H2PLASMARED and LITHOS. Disclaimer EU: Co-funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or CINEA/HADEA. Neither the European Union nor the granting authority can be held responsible for them.