Peter Clausi

I was at the Big Data conference at the Sheraton Hotel near the airport in Toronto. It was fairly well attended, with roughly 300 attendees. Big Data has become synonymous with artificial intelligence, so every booth was marketing a different approach to AI. From startups to large companies like Rocket Companies, Inc. (NYSE: RKT), each booth had a different revenue plan. AI is not new. I remember dealing with neural nets during the great internet boom of the late 1990s.

“Canada must assert control over its strategic resources without abandoning its principles—it’s time to redefine what it means to ‘nationalize like Canadians.’ Protecting our energy sovereignty doesn’t require extreme measures seen abroad; it demands smart, assertive legislation that ensures Canadian assets primarily benefit Canadians, today and into the future.” Note: this article is an edited version of a speech given by the author at the Critical Minerals Summit IV on May 14, 2025 in...

No, this isn’t another article bemoaning China’s strategic maneuvers in the critical mineral sector or the West’s failure to plan more than one election cycle out. But it does seem China always is at least one step, and usually several steps, ahead. It’s as if China is playing the long game. This article asks a different question, namely, what if China is playing an even longer end game than currently thought.