US federal critical minerals policy in 2026 is set to move beyond rare earths to high‑risk inputs such as antimony and tungsten, where the US currently relies heavily on China, Tajikistan and Russia for supply into defence alloys, munitions and flame‑retardant applications. Washington is expected to prioritise domestic processing capacity over new mines, backing alternatives to traditional smelting and refining that cut emissions and withstand high US power prices. Intensifying competition for electricity from AI data centres will put aluminium, copper, magnesium and titanium processors under pressure, favouring technologies that materially lower energy use and total production costs.

Landmark Planning and Infrastructure Act 2025 has received royal assent, giving ministers new powers to accelerate major roads, rail schemes, reservoirs, windfarms and grid connections, and underpinning Labour’s target of 1.5 million new homes. Key measures include a Nature Restoration Fund for centralised biodiversity offsetting, streamlined judicial review with only one court challenge allowed on meritless major project cases, and reformed local authority planning committees pushing smaller schemes to officers. The Act also simplifies EV charger approvals, eases compulsory purchase, and offers up to £250/year electricity bill discounts for 10 years to households near new pylons.

Ontario and Canada have signed a “one project, one review” agreement to coordinate federal and provincial environmental and impact assessments, targeting long-delayed mining and infrastructure schemes in the Ring of Fire and other critical mineral districts. The deal dovetails with Ontario’s One Project, One Process (1P1P) framework, which aims to cut mine approval timelines from up to 15 years to a maximum of two years, with Frontier Lithium’s PAK project the first pilot. For geotechnical and mining teams, the move signals materially shorter permitting horizons for cobalt, lithium, nickel and copper projects backed by a C$500 million processing fund.