The Senate Permitting Bill: Don’t Fall Into the EPRA Trap
Now is not the time to hit the brakes—or worse, fall into the trap of expecting a better deal to be negotiated by the incoming congress.
Back to the Drawing Board on Automotive Competitiveness in the U.S.
For vehicle manufacturers and mobility companies, this year will be remembered as the year of AI-enabled milestones and the year the gasoline-only car lost its global market share majority.
Earth MRI Reauthorization Would Be a Bipartisan Win for U.S Mineral Security
To date, Earth MRI has analyzed 35% of the United States and 50% of critical mineral focus areas with high-quality data. Before Earth MRI began work in 2019, only 7% of the country was covered, a testament to the speed and quality of their work.
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
The energy and industrial security argument for why drone deployment policy matters
What’s worth understanding is how the BVLOS rule matters for our defense industrial base, battery manufacturing, and supply security of advanced weaponry—and the parallels to some of the other pain points in our national effort to reindustrialize.
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.
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.
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.
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.

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