The Fuse

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The Global Rule That Could Shape the Future of Driverless Cars

Breakthroughs in physical AI are fast-tracking the evolution of autonomous driving. As the nation builds upon private-sector momentum to advance the adoption of autonomous vehicles, DOT should ensure that data access does not compromise the security interests of the US and its allies.

topics: autonomous vehicles, AVs, Passenger Transport

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

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

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

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