rare earths
The Embargoed Arsenal: Why China’s Mineral Ban is the Ultimate Weapon in the Gulf
Executive Summary The United States entered Operation Epic Fury in a state of documented mineral dependency that did not begin with the Iran conflict and will not end when it does. According to the US Geological Survey Mineral Commodity Summaries 2025, the US is 80% import-dependent for rare earth compounds and metals, with 56% of…
The 2026 Critical Minerals Boom: How Pentagon Funding Is Driving U.S. Supply Security
Executive Summary The critical minerals sector is gaining momentum in 2026, driven by U.S. government efforts to secure domestic and allied supply chains amid geopolitical risks, particularly China’s dominance in processing (~90% for many key minerals). The Pentagon committed over $4.5 billion in capital to critical minerals deals in late 2025, alongside broader funding of…
From Scarcity to Security: US Mineral Plan
A group of US lawmakers, both Democrats and Republicans, introduced a bill on Thursday to set up a $2.5 billion stockpile of critical minerals. The idea is to reduce reliance on China, which controls a lot of the supply chain, according to Reuters. The bill is meant to help stabilize prices for minerals used in…
