Basics
Critical Mineral Supply Chains: Risks, Dependencies, and Diversification
Trade
Published on March 25, 2026
Explore This BasicCritical minerals are nonfuel minerals or materials that are essential building blocks of many technologies and industries that drive economic growth and national security. However, the supply chains that deliver them are often vulnerable to disruptions due to scarcity or restricted access, lack of domestic production, environmental changes, or geopolitical risks. This Basic outlines the importance of critical minerals to innovation and examines the current state of supply, market concentration, associated risks, and opportunities to diversify supply chains.
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Link to Additional Resources
- Associated Press: Trump administration invests in another US rare earth miner to loosen China’s grip on supply
- Atlantic Council: A US framework for assessing risk in critical mineral supply chains
- Council on Foreign Relations: The U.S. Critical Minerals Dilemma: What to Know
- The Economist: America’s dangerous pursuit of critical-mineral dominance
- The Economist: Europe risks a rare-earths crunch between China and America
- Financial Times: Pentagon invests $150mn in US gallium company to secure strategic supplies
- International Energy Agency: World Energy Outlook 2025
- Resources for the Future: Resource Nationalism and the Resilience of Critical Mineral Supply Chains
- Reuters: US, Mexico to develop coordinated trade policies on critical minerals
- The Wall Street Journal: Trump Administration to Create $12 Billion Rare-Earth Stockpile to Counter China
- U.S. Geological Survey: Global Maps of Critical Mineral Production in 2023