Analysis

Featured Analysis

Critical Minerals and the Future of the U.S. Economy

Critical minerals play an indispensable role in the modern economy—yet the U.S. mineral supply chain is highly vulnerable. This edited volume offers comprehensive analysis and recommendations to create resilient supply chains for national, economic, and energy security.

Report by Gracelin Baskaran and Duncan Wood — February 10, 2025

Recent analysis

Keeping Aluminum in Allied Hands: The Stakes of Alcoa’s South Africa Bet

Commentary by Gracelin Baskaran — July 8, 2026

Photo: Morteza Nikoubazl/NurPhoto via Getty Images

G7 Critical Minerals Ambitions and Iran's Natural Resources

Critical Questions by Gracelin Baskaran and Meredith Schwartz — June 18, 2026

Strategic Partnerships to Secure Critical Resources and Supply Chains

The United States does not have sufficient domestic geological resources to meet its mineral needs for sectors vital to national security, economic competitiveness, and energy resilience. International partnerships not optional; they are a fundamental component of U.S. mineral security.

Congressional Testimony by Gracelin Baskaran — September 2, 2026