Publications

Interest in critical mineral reserves has accelerated across the U.S. and allied governments, driven by concerns about concentrated supply chains,…

October 13, 2026
Holly Rooper and Dan Giamo
As of September 28, 2026. No agreement text has been released; details are subject to change. OVERVIEW  The Agreement on…

October 13, 2026
Holly Rooper
OVERVIEW  Pax Silica is a State Department-led group of countries working to secure supply chains for AI, from minerals and…

October 9, 2026
Holly Rooper
OVERVIEW The Forum on Resource Geostrategic Engagement (FORGE) is a forum for policy- and project-level cooperation between like-minded countries to…

October 7, 2026
Holly Rooper
Project Vault, an Export-Import Bank of the U.S. (EXIM)-backed initiative to establish a commercial critical minerals stockpile with the private…

October 7, 2026
Holly Rooper
The Trump administration has made international partnerships a central pillar of its efforts to secure U.S. critical mineral supply chains…

August 19, 2026
Holly Rooper
Critical mineral production and processing data reveal a consistent pattern: while mining and extraction are geographically dispersed, processing remains highly concentrated in one…

August 4, 2026
Holly Rooper
The Chinese Communist Party’s (CCP) state-directed industrial policies and market manipulation have concentrated control across key segments of the critical mineral value…

July 29, 2026
Holly Rooper
Overview The U.S. has rapidly entered a new phase of international engagement on critical mineral supply chains. Since late 2025,…

July 23, 2026
Holly Rooper
Last week, USTR Ambassador Jamieson Greer confirmed the administration will not support a long-term renewal of the U.S.-Canada-Mexico Agreement (USMCA).…

July 6, 2026
Holly Rooper

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