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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.

topics: Auto Manufacturing, China, Chinese Automakers, Defense Industrial Base, National Security

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.

topics: critical minerals, Geopolitics, supply chains, Tariffs

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.

topics: aluminum, critical minerals, supply chains

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.

topics: critical minerals, supply chains

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.

topics: critical minerals