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

Critical Minerals Ministerial Introduces New International Cooperation Strategy

Critical Questions by Gracelin Baskaran and Meredith Schwartz — February 13, 2026

Photo: Bonnie Cash/UPI/Bloomberg/Getty Images

Project Vault: A Minerals Security Backstop

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Critical Questions by Gracelin Baskaran — February 11, 2026

Photo: Joe Buglewicz/Bloomberg/Getty Images

Industrial Policy Is Back—And Minerals Are at the Center

The United States has revived its industrial policy playbook to support critical minerals through price floors, stockpiles, and equity. But in a sector shaped by geology, cost curves, and market risk, durable security depends on commercial viability—not just public capital.

Critical Questions by Gracelin Baskaran and Meredith Schwartz — February 26, 2026