The Fuse

Minerals & Materials

Featured Story

Stockpiling for uncertainty: Flexible response mechanisms for addressing today's and tomorrow's supply risks

Stockpiles and strategic reserves are related but not interchangeable tools. Policymakers should match the tool to the objective by first identifying the problem they want to solve, then selecting the appropriate value-chain target, mineral scope, sourcing and storage model, governance structure, and level of allied coordination

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Minerals & Materials

Inside Project Vault: Understanding Its Emerging Model, Purpose, and Strategic Tradeoffs

The Trump Administration's Project Vault has emerged as one of the more creative efforts to rethink how the United States approaches critical mineral stockpiling and supply security.  

topics: critical minerals
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Energy Security

Can the G7 Break China's Grip on Rare Earths by 2030? 

The G7's 60% target is ambitious but not unrealistic — provided governments treat it as a floor that demands sustained action rather than a headline that substitutes for it. The architecture is clearer than it has ever been.

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Minerals & Materials

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
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Minerals & Materials

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.

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Minerals & Materials

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
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Minerals & Materials

Disruption in the Strait of Hormuz is Cutting Off Military-Grade Aluminum

When geopolitical crises erupt in the Middle East, Americans instinctively worry about oil. But the conflict in Iran is also disrupting military-grade aluminum supply chains dependent on Middle Eastern nations and the Strait of Hormuz.

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

Introducing FORGE: The Trump Administration’s Evolving Approach to U.S. International Critical Minerals Partnerships

The Trump Administration’s evolving approach to international collaboration provides additional space for U.S. leadership in shaping the global critical minerals agenda. New initiatives, such as FORGE and Pax Silica, alongside bilateral agreements and engagement through established platforms like the G7 and G7+, provide Washington with multiple entry points to advance strategic priorities and influence policy.

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

No Power, No Smelter: The Real Test of America’s Aluminum Revival

Electricity policy, not capital, is now the biggest constraint on domestic aluminum production. The Century–Emirates Global Aluminum announcement, although welcome and long overdue, is a reminder of how far policy must go to make the next wave of American industrial resurgence a reality.

topics: aluminum, Energy, Grid & Infrastructure
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Advancing Mobility

What Welcoming Chinese Automakers Means for National Security

Same as it ever was? Not this time. Foreign investment from a direct adversary won't end well.

topics: Auto Manufacturing, China, Chinese Automakers, Defense Industrial Base, National Security
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Minerals & Materials

Not Your Typical Section 232 Tariffs Actions: Next Steps for Critical Minerals

Unlike aluminum and steel, the Trump administration is taking a different tack with critical minerals. President Trump is signaling concern for preserving access to processed minerals and derivatives as U.S. demand surges, processing capacity has been hollowed out, and new projects will not come online fast enough.

topics: critical minerals, Geopolitics, supply chains, Tariffs