The Fuse

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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

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.

topics: critical minerals

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