Introducing FORGE: The Trump Administration’s Evolving Approach to U.S. International Critical Minerals Partnerships
The Trump Administration’s evolving approach to international collaboration provides additional space for U.S. leadership in shaping the global critical minerals agenda. New initiatives, such as FORGE and Pax Silica, alongside bilateral agreements and engagement through established platforms like the G7 and G7+, provide Washington with multiple entry points to advance strategic priorities and influence policy.
No Power, No Smelter: The Real Test of America’s Aluminum Revival
Electricity policy, not capital, is now the biggest constraint on domestic aluminum production. The Century–Emirates Global Aluminum announcement, although welcome and long overdue, is a reminder of how far policy must go to make the next wave of American industrial resurgence a reality.
What Welcoming Chinese Automakers Means for National Security
Same as it ever was? Not this time. Foreign investment from a direct adversary won't end well.
Not Your Typical Section 232 Tariffs Actions: Next Steps for Critical Minerals
Unlike aluminum and steel, the Trump administration is taking a different tack with critical minerals. President Trump is signaling concern for preserving access to processed minerals and derivatives as U.S. demand surges, processing capacity has been hollowed out, and new projects will not come online fast enough.
The Department of War’s $150 Million Alumina Investment: What it Means for the U.S. Defense Industrial Base
The U.S. aluminum industry is facing a critical juncture, balancing rising demand with dwindling supply. The U.S. Department of War $150 million investment into Atlantic Alumina to produce more than 1 million metric tons of alumina and up to 50 metric tons of gallium per year is a vital step towards achieving the Trump administration’s goals of a manufacturing resurgence, establishing supply chain security, and fortifying the defense industrial base.
I Read the U.S. Geological Survey’s Critical Minerals Methodology So You Don’t Have To
The U.S. Geological Survey (USGS) and the U.S. Department of the Interior (DOI) unveiled the highly anticipated 2025 List of Critical Minerals, an expanded catalog now covering 60 minerals deemed essential to U.S. economic and national security. The updated list and methodology offers a window into the key considerations shaping how policymakers assess risk and determine which supply chains warrant the most attention. We read the list and methodology, and break it down for you in our latest Fuse post, so you don't have to.
U.S. Critical Minerals Diplomacy Gains Ground in Asia
The recent deals between the United States and Cambodia, Malaysia, and Thailand demonstrate the Trump Administration’s interest in cultivating broader relationships in Asia through critical minerals dealmaking, marking a rapid expansion of U.S. critical minerals diplomacy in the region. Whether these agreements translate into sustained cooperation and real project delivery will depend on follow-through, financing, and the ability to reconcile differing priorities among partners.
What’s New in the New U.S.-Australia Critical Minerals Agreement?
The new United States-Australia Minerals Framework marks the next phase of a partnership that has been steadily deepening for years, and builds on sustained cooperation that was initiated by the first Trump administration. The Framework calls for increased collaboration, potential strategic stockpiles and reserves, and price floors, but many of these policy tools are still in early stages, and key decisions lie ahead.
PRC’s Evolving Export Controls: From Retaliation to a Global Compliance Regime
China's recent expansion of export controls to super hard materials, medium and heavy rare earth elements (REEs), REE production equipment, and high-density lithium-ion batteries and battery materials highlights China's desire to institutionalize control over global supply chains and the dangerous vulnerabilities driving long-term diversification and resilience efforts among allied economies.
The National Security Case for America’s Only Alumina Refinery
Primary aluminum is indispensable to U.S. national defense, critical for fighter jets, Navy vessels, missile systems, and other technologies. With only one domestic alumina refinery operating, the Atalco facility in Louisiana, America faces a single-point-of-failure risk in its defense supply chain.

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