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for critical minerals
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
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.
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.
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.
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.
The Department of War’s $150 Million Alumina Investment: What it Means for the U.S. Defense Industrial Base
The U.S. aluminum industry is facing a critical juncture, balancing rising demand with dwindling supply. The U.S. Department of War $150 million investment into Atlantic Alumina to produce more than 1 million metric tons of alumina and up to 50 metric tons of gallium per year is a vital step towards achieving the Trump administration’s goals of a manufacturing resurgence, establishing supply chain security, and fortifying the defense industrial base.
I Read the U.S. Geological Survey’s Critical Minerals Methodology So You Don’t Have To
The U.S. Geological Survey (USGS) and the U.S. Department of the Interior (DOI) unveiled the highly anticipated 2025 List of Critical Minerals, an expanded catalog now covering 60 minerals deemed essential to U.S. economic and national security. The updated list and methodology offers a window into the key considerations shaping how policymakers assess risk and determine which supply chains warrant the most attention. We read the list and methodology, and break it down for you in our latest Fuse post, so you don't have to.
U.S. Critical Minerals Diplomacy Gains Ground in Asia
The recent deals between the United States and Cambodia, Malaysia, and Thailand demonstrate the Trump Administration’s interest in cultivating broader relationships in Asia through critical minerals dealmaking, marking a rapid expansion of U.S. critical minerals diplomacy in the region. Whether these agreements translate into sustained cooperation and real project delivery will depend on follow-through, financing, and the ability to reconcile differing priorities among partners.
What’s New in the New U.S.-Australia Critical Minerals Agreement?
The new United States-Australia Minerals Framework marks the next phase of a partnership that has been steadily deepening for years, and builds on sustained cooperation that was initiated by the first Trump administration. The Framework calls for increased collaboration, potential strategic stockpiles and reserves, and price floors, but many of these policy tools are still in early stages, and key decisions lie ahead.

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