The Fuse

Latest

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.

topics: Oil and Gas, Oil Prices

Republicans and Democrats Connect on Transmission

American leadership in AI computing, reindustrialization, and consumer electrification represents the first rapid increase in electricity demand since air conditioning became prevalent. This combination of energy policy problems has had the unexpected benefit of fostering bipartisan interest in growing the grid in Congress, and even between the Trump Administration and Democratic lawmakers. 

topics: Grid & Infrastructure

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

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