Critical Minerals

The Critical Minerals Security Program aims to provide policy and thought leadership as the United States races to build the resilient minerals supply chains needed for national, economic, and energy security.

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Photo: Samuel Corum/Getty Images

Photo: Samuel Corum/Getty Images

Impacts of the One Big Beautiful Bill Act on the Mining Sector

The One Big Beautiful Bill Act was signed into law with revisions to key mining policies. While the legislation boosts stockpile funding and tightens restrictions on Chinese entities, it lacks a clear demand-side strategy, creating uncertainty for downstream manufacturers.

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Critical Questions by Gracelin Baskaran and Meredith Schwartz — July 9, 2025

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Impacts of the One Big Beautiful Bill Act on the Mining Sector

The One Big Beautiful Bill Act was signed into law with revisions to key mining policies. While the legislation boosts stockpile funding and tightens restrictions on Chinese entities, it lacks a clear demand-side strategy, creating uncertainty for downstream manufacturers.

Critical Questions by Gracelin Baskaran and Meredith Schwartz — July 9, 2025

President Trump’s “Carrot and Stick” Approach to Africa

The Trump administration needs a more nuanced approach to Africa that doesn’t alienate the people and the markets that it is seeking to engage. To do so requires the president to somehow square his domestic priorities with his foreign policy agenda.

Commentary by Cameron Hudson — July 8, 2025

Building a New Market to Counter Chinese Mineral Market Manipulation

China is manipulating global mineral markets by oversupplying and depressing prices. To counter China, the United States and allies should form an “anchor market” to harmonize tariffs, mandate sourcing quotas, and restrict Chinese acquisitions of strategic mineral assets.

Commentary by Gracelin Baskaran — June 12, 2025

Trump Strikes a Deal to Restore Rare Earths Access

President Trump announced an agreement with China to resume exports of rare earth minerals and magnets, following two months of supply disruptions to U.S. industry. China's chokehold on rare earth supply chains and resulting leverage necessitates investment into alternative supply.

Critical Questions by Gracelin Baskaran and Meredith Schwartz — June 11, 2025

What’s Missing from the U.S. Debate on Electric Vehicles

Proposed policies by Congress and the administration aimed at slowing the EV industry would have negative implications for innovation in the United States and the development of local EV value chains.

Commentary by Ilaria Mazzocco — May 29, 2025

The Truth of the Matter

Trump’s Middle East Minerals Deal

Gracelin Baskaran, director of the CSIS Critical Minerals Security Program, joins the podcast to discuss potential minerals deals with the United Arab Emirates, Saudi Arabia, and Qatar during President Trump’s trip to the Middle East.

Podcast Episode by H. Andrew Schwartz and Gracelin Baskaran — May 14, 2025

CSIS the truth of the matter

The Geostrategic Importance of Alaska to the U.S.-Japan Alliance

Alaska’s geostrategic importance to the U.S.-Japan alliance is growing. Japan Chair Adjunct Fellow Shoichi Itoh analyzes how Alaska supports the economic security of both countries against the backdrop of great power rivalry.

Commentary by Shoichi Itoh — May 12, 2025