A window into what we’re reading at the Stimson Center’s Environmental Security Program 

“Intractable” systemic problems mean carbon offsets fail to cut global heating  (The Guardian) 

A recent review of 25 years of evidence found that carbon credit quality issues stem from deep-seated structural flaws, and not isolated cases of fraud. Researchers point to four major flaws that undermine most carbon offset projects. The worst problems include issuing credits for already-planned projects, impermanent solutions (forests that later burn), incidences of leakage (such as protecting one forest area while pushing logging elsewhere), and double-counting which allows both seller and buyer to claim the same emission reduction.  

A window into what we’re reading at the Stimson Center’s Environmental Security Program

Chinese Company Accused of Covering Up Extent of Major Toxic Mining Spill in Zambia (Associated Press)

In February, a dam collapse at Chinese-owned Sino-Metals Leach Zambia copper mine released toxic waste into the Kafue River, which provides water for over half of Zambia’s 21 million people. An independent investigation by South African company Drizit found that 1.5 million tons of toxic material were released in the spill, which is 30 times more than Sino-Metals admitted to spilling. When Drizit’s investigation was set to reveal extensive contamination verified through 3,500 samples, Sino-Metals terminated their contract one day before the final report was due.

Since Russia’s full-scale invasion of Ukraine on February 24, 2022, the Kingdom of Norway has played an ever-increasing role in reducing the European Union’s energy dependence on Russia. It will likely continue to do so in the near term, creating a stronger yet more sensitive relationship between the EU and one of its non-member states.

This article is adapted from “Rare Earths and Realpolitik: Kachin Control, Chinese Calculus, and the Future of Mediation in Myanmar,” written by Amara Thiha for the Stimson Center.

As global powers race to secure critical minerals, Myanmar’s rare earths have emerged as both prize and flashpoint. Last week, Reuters reported that the Trump administration has been privately reviewing competing proposals to access Myanmar’s heavy rare earth minerals, including potential engagement with Myanmar’s military junta and direct negotiation with the Kachin Independence Army (KIA), an ethnic armed group that now controls key extraction sites. Since the February 2021 military coup, rare earth mining has surged in northern Kachin State near the Chinese border, where the KIA has seized highly valuable rare earth mines and a critical corridor in the global supply chain. What began as a local insurgency has evolved into resource-backed diplomacy, drawing in China, India, and now the United States.

In a rural, hard-to-reach area of Blantyre district in southern Malawi, Ephraim Louis cannot imagine where his life would be without the solar panel on the roof of his house. “I am not a captive of darkness anymore,” says Louis, 42. “It’s been more than 10 years since I installed this [solar panel] system. We still don’t have the main grid anywhere near us and no one here thinks it will ever come.” 

A window into what we’re reading at the Wilson Center’s Environmental Change and Security Program

UK and Ireland Will Connect Energy Networks (The Guardian)

Despite post-Brexit trade barriers, the UK and Ireland have announced a collaboration on renewable energy infrastructure to boost both nations’ energy efficiency and security. The deal is part of larger efforts to “harness the full potential” of the Irish and Celtic seas for offshore windfarms and national energy networks.

In December 2024, China banned exports of gallium, germanium, and antimony to the United States. Prices for these critical minerals soon reached all-time highs. The ban emphasized China’s dominance over the sector, including practically the entire graphite supply chain, 87% of rare earths refining, 70% of cobalt refining, and 60% of battery-grade lithium refining. 

A window into what we’re reading at the Wilson Center’s Environmental Change and Security Program

EU Parliament Suspends Rwandan Critical Mineral Pact Over Links to DRC Conflict (Mongabay)

Rwanda and the DRC both have large reserves of critical minerals essential to the clean energy transition. Yet the EU has voted to suspend a cooperation agreement on mineral extraction in the region after the Rwandan-backed rebel group M23 seized key areas in the DRC’s eastern provinces.