The Fuse

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Magnet Supply Chains Attract Bipartisan Focus

Most U.S. policy to address our dependence on China for rare earths and permanent magnets has chipped away at the problem one link at a time. The Magnets Value Chain Support Act takes a different approach: establishing production incentives across the entire permanent magnet supply chain, from mining and refining through to the motors and defense systems that depend on them.

topics: critical minerals

Defense Critical Minerals Policy is Moving From Sourcing Restrictions to Supply Chain Requirements

The House Armed Services Committee's FY 2027 National Defense Authorization Act (NDAA) proposes an overhaul of the Department of War's critical materials sourcing requirements. For defense contractors, this creates a compliance system that is less static and more responsive to supply chain risk.

All Gas, No Tax Leaves America’s Infrastructure Behind

Gas tax holidays pose a risk of not generating expected consumer benefits, defunding an already insufficient Highway Trust Fund (HTF), and deferring important investments in transportation infrastructure critical to the U.S. economy and armed forces.

topics: Oil and Gas, Oil Prices

Republicans and Democrats Connect on Transmission

American leadership in AI computing, reindustrialization, and consumer electrification represents the first rapid increase in electricity demand since air conditioning became prevalent. This combination of energy policy problems has had the unexpected benefit of fostering bipartisan interest in growing the grid in Congress, and even between the Trump Administration and Democratic lawmakers. 

topics: Grid & Infrastructure

Geopolitical Supply Shocks Reshaping Global Aluminum Availability

Last week’s attacks on two of the world’s largest aluminum smelters have increased fears that aluminum prices could persist. Combined with recent Iranian attacks on critical energy infrastructure throughout the Middle East, primary producers are in a precarious position—facing increased energy costs and damaged facilities. The aluminum market, which was already undergoing a structural realignment before the current conflict, is now teetering on a crisis. 

topics: aluminum, National Security, supply chains