The Fuse

Minerals & Materials

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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.

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Minerals & Materials

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.

topics: critical minerals
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Minerals & Materials

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.

topics: critical minerals, supply chains
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Minerals & Materials

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.

topics: China, critical minerals, Geopolitics
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Minerals & Materials

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.

topics: aluminum, National Security, supply chains
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Minerals & Materials

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.

topics: aluminum, National Security, supply chains
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Minerals & Materials

The US-Indonesia Trade Deal and Critical Minerals: Opportunities, Key Questions and Known Unknowns

A new trade deal with Indonesia could exempt the US from the country's current export ban on critical minerals. It could redirect meaningful volumes of material—but will only matter if the US is able to build the capacity to transform the raw ore.

topics: critical minerals, Indonesia, nickel, Trade
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Minerals & Materials

Watch: Untangling the U.S. Government’s Many Critical Minerals and Materials Lists

Watch the SAFE Center for Critical Minerals Strategy's recent webinar which convened experts from the Department of the Interior, Energy, and Defense for a webinar examining the U.S. government’s many critical minerals and materials lists to get clarity about how various departments determine what gets included on these lists and how the different methodologies may change in the future.

topics: critical materials, critical minerals, supply chains
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Minerals & Materials

Deep-Sea Mining: State of Play

Lying on the abyssal plains of oceans at depths of 3,500-6,000 meters, polymetallic nodules contain essential minerals used in the electric vehicle batteries fueling the energy transition. Enriched in manganese, nickel, copper, and cobalt, nodule fields of interest have been identified in the Clarion-Clipperton Zone (CCZ), Penrhyn Basin, and Peru Basin of the Pacific Ocean as well as in the north Indian Ocean. Reserves of certain critical minerals found in the CCZ alone have been estimated to surpass global terrestrial reserves.

topics: Materials, Minerals
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Minerals & Materials

Aluminum is Essential To The Green Transition

Aluminum is one of the foundational industrial materials of modern society, integral to everything from passenger airplanes to kitchen appliances.  Recent U.S. legislative incentives – lead by the Inflation Reduction Act (IRA) – to produce more solar panels, EVs, electrical charging infrastructure, and other clean energy transition products will increase the demand for primary aluminum only further.

topics: aluminum, Materials, Minerals