It can be hard to truly understand the motivations behind Donald Trump and his administration. But when looking at some of the countries that have found themselves in his crosshairs, there’s a throughline that binds them. Canada, Greenland and Ukraine are all rich in critical mineral resources. These metals are used in everything from cell phones to EV batteries to fighter jets.

As the global race to shore up critical minerals and challenge China’s dominance heats up, could that be one of the factors driving the U.S. as they challenge and antagonize other countries on the world stage? Jacob Lorinc, mining reporter at Bloomberg, joins us to talk about the critical minerals rush and why competing could be more complicated than it seems.