I Read the U.S. Geological Survey’s Critical Minerals Methodology So You Don’t Have To
The U.S. Geological Survey (USGS) and the U.S. Department of the Interior (DOI) unveiled the highly anticipated 2025 List of Critical Minerals, an expanded catalog now covering 60 minerals deemed essential to U.S. economic and national security. The updated list and methodology offers a window into the key considerations shaping how policymakers assess risk and determine which supply chains warrant the most attention. We read the list and methodology, and break it down for you in our latest Fuse post, so you don't have to.
U.S. Critical Minerals Diplomacy Gains Ground in Asia
The recent deals between the United States and Cambodia, Malaysia, and Thailand demonstrate the Trump Administration’s interest in cultivating broader relationships in Asia through critical minerals dealmaking, marking a rapid expansion of U.S. critical minerals diplomacy in the region. Whether these agreements translate into sustained cooperation and real project delivery will depend on follow-through, financing, and the ability to reconcile differing priorities among partners.
What’s New in the New U.S.-Australia Critical Minerals Agreement?
The new United States-Australia Minerals Framework marks the next phase of a partnership that has been steadily deepening for years, and builds on sustained cooperation that was initiated by the first Trump administration. The Framework calls for increased collaboration, potential strategic stockpiles and reserves, and price floors, but many of these policy tools are still in early stages, and key decisions lie ahead.
PRC’s Evolving Export Controls: From Retaliation to a Global Compliance Regime
China's recent expansion of export controls to super hard materials, medium and heavy rare earth elements (REEs), REE production equipment, and high-density lithium-ion batteries and battery materials highlights China's desire to institutionalize control over global supply chains and the dangerous vulnerabilities driving long-term diversification and resilience efforts among allied economies.
The National Security Case for America’s Only Alumina Refinery
Primary aluminum is indispensable to U.S. national defense, critical for fighter jets, Navy vessels, missile systems, and other technologies. With only one domestic alumina refinery operating, the Atalco facility in Louisiana, America faces a single-point-of-failure risk in its defense supply chain.
Move Fast and Control Things: China’s Global AI Expansion Requires a Bold Policy Response
The stakes are clear: Setting global standards will not only shape the future of AI but the principles embedded in its use. Chinese transportation AI exports bring governance models that emphasize centralized control and broad state access to data. For the United States, that raises concerns about privacy, transparency, and market openness in the global transportation system. The White House’s AI Action Plan outlines steps to address these risks, from accelerating deployment and streamlining regulatory approvals to expanding exports of trustworthy, safety-focused AI technologies.
How the Grid can Break Washington’s Gridlock
Electricity demand in the U.S. is surging, driven by data centers, manufacturing, and advanced computing. Yet outdated infrastructure and a complex federal permitting process are slowing the development of new power lines and energy projects. Fortunately, bipartisan support for permitting reform is building, and could be the solution to breaking Washington's gridlock.
Copper Tariffs: Upsides, Unknowns, National Security Considerations, and the Potential for a New Smelter?
Expected copper shortfalls in the coming decade create both an opportunity and a warning: rising demand could incentivize new supply, but failure to meet it will deepen future constraints. The Section 232 investigation puts actions on the table to remedy the situation, but China’s strategic smelting overcapacity will remain a barrier. However, whether the tariff regime will ultimately create a signal to invest in copper refining remains to be seen.
Scrap, or Strategic Asset? America Must Rethink its Approach to Secondary Aluminum
Aluminum scrap must be prioritized as a strategic asset, and we must reconsider recycling practices and policies concerning secondary aluminum—not only to meet increasing demand, but to prevent this valuable resource from flowing to our competitors or adversaries.
Winning the AI Mobility Race: Four Transportation Priorities in the White House’s AI Action Plan
AI’s impact on transportation extends beyond autonomous vehicles or drones. As AI is increasingly viewed through a geopolitical lens, its use in transportation will hinge on whether the United States builds the supporting infrastructure, sets standards and creates pathways to test and scale AI safely. The AI Action Plan is a first step, but the race is underway.
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