Geopolitical Supply Shocks Reshaping Global Aluminum Availability
Last week’s attacks on two of the world’s largest aluminum smelters have increased fears that aluminum prices could persist. Combined with recent Iranian attacks on critical energy infrastructure throughout the Middle East, primary producers are in a precarious position—facing increased energy costs and damaged facilities. The aluminum market, which was already undergoing a structural realignment before the current conflict, is now teetering on a crisis.
Disruption in the Strait of Hormuz is Cutting Off Military-Grade Aluminum
When geopolitical crises erupt in the Middle East, Americans instinctively worry about oil. But the conflict in Iran is also disrupting military-grade aluminum supply chains dependent on Middle Eastern nations and the Strait of Hormuz.
The Global Rule That Could Shape the Future of Driverless Cars
Breakthroughs in physical AI are fast-tracking the evolution of autonomous driving. As the nation builds upon private-sector momentum to advance the adoption of autonomous vehicles, DOT should ensure that data access does not compromise the security interests of the US and its allies.
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.

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