U.S. Strikes Back: Critical Minerals Expansion

Dimly lit underground tunnel with rail tracks and rocky walls

A proposed expansion of the U.S. critical minerals list, including copper and potash, could help reduce foreign dependency and bolster national security.

Story Overview

The U.S. Department of the Interior proposes adding six minerals to the critical list.
The move aims to counter foreign dominance, especially from China, in mineral processing.
This proposal could strengthen domestic supply chains for vital materials.
Public comments are being solicited on the draft list until September 2025.

U.S. Proposal to Expand Critical Minerals List

The U.S. Geological Survey (USGS) proposed adding six new minerals—potash, silicon, copper, silver, rhenium, and lead—to the critical minerals list. This initiative aims to enhance domestic supply chains essential to the economy and national security. The proposal responds to geopolitical tensions and recent Chinese export restrictions, emphasizing the need to reduce reliance on foreign sources, particularly from China, which currently dominates global mineral processing.

Historical Context and Policy Background

The U.S. has historically depended on imports for key minerals vital for manufacturing, energy, and defense. In 2017, an executive order mandated regular updates to the critical minerals list to address these vulnerabilities. The Energy Act of 2020 further enforced triennial updates, underscoring the importance of securing supply chains. Recent geopolitical tensions, especially with China’s export restrictions, highlight the urgency of domestic resource development to mitigate potential disruptions.

In response, U.S. agencies developed a new economic risk assessment methodology that better evaluates supply chain risks. By expanding the list to 54 items and removing arsenic and tellurium, the U.S. aims to create a robust framework to support strategic mineral development domestically.

Implications and Industry Reactions

The proposal has met with positive reactions from industry leaders and the National Mining Association (NMA), who advocate for expanded opportunities and investment in domestic mining. The proposed list expansion is seen as a proactive measure to secure resources crucial for infrastructure and national security. The move is expected to expedite permitting and regulatory processes, further encouraging domestic projects. However, there are concerns about potential trade tensions with key suppliers like China and Canada.

US Proposes Adding Copper, Potash, 4 Others to Critical Minerals List https://t.co/Tao6fs3kfv

— Randy S MAGA. (@RandyRazor1972) August 27, 2025

While the short-term effects include increased focus on domestic projects, the long-term impact could be a significant reduction in vulnerability to foreign supply disruptions. This policy shift aligns with broader conservative values of strengthening national security and supporting American industry. As public and industry feedback is collected during the comment period, the final list will reflect a balanced approach to economic and security priorities.