Featured Analysis

Photo: adimas/Adobe Stock

Photo: adimas/Adobe Stock

Critical Minerals and the Future of the U.S. Economy

Critical minerals play an indispensable role in the modern economy—yet the U.S. mineral supply chain is highly vulnerable. This edited volume offers comprehensive analysis and recommendations to create resilient supply chains for national, economic, and energy security.

Report by Gracelin Baskaran and Duncan Wood — February 10, 2025

Recent analysis

Photo: snvv/Adobe Stock

Photo: snvv/Adobe Stock

Winning the Minerals Race Requires Building Demand, Not Just Supply

Minerals security is not just a supply challenge; it is a demand one. China built dominance by linking mines to manufacturing and driving demand through firms like BYD. The United States needs bold demand-side policy and real incentives to source from allies and unlock investment.

Commentary by Gracelin Baskaran — April 3, 2026

See all analysis by Critical Minerals Security Program