Geomechanics.io

  • Free Tools
Sign UpLog In

Geomechanics.io

Geomechanics, Streamlined.

© 2026 Geomechanics.io. All rights reserved.

Geomechanics.io

CMRR-ioGEODB-ioHYDROGEO-ioQCDB-ioFree Tools & CalculatorsBlogLatest Industry News

Industries

MiningConstructionTunnelling

Company

Terms of UsePrivacy PolicyLinkedIn
    Projects

    Project Vault and US$12bn stockpile: regulatory takeaways for mine planners

    February 16, 2026|

    Reviewed by Tom Sullivan

    Project Vault and US$12bn stockpile: regulatory takeaways for mine planners

    First reported on MINING.com

    30 Second Briefing

    Project Vault will create a US$12 billion US critical minerals stockpile, combining US$1.67 billion in private capital with a US$10 billion Export-Import Bank loan to buy and store materials for automakers, tech firms and other industrial users. Following a Section 232 probe covering the full USGS critical minerals list plus uranium, the administration found imports threaten national security but chose negotiated price floors and trade mechanisms over tariffs. Forthcoming US–Mexico and US–EU–Japan action plans, under the new FORGE framework, will define which minerals are prioritised, how any border-adjusted price floor is calculated, and how rules of origin or downstream products are treated.

    Technical Brief

    • Section 232 investigation scope covered the full USGS critical minerals list plus uranium, not just battery metals.
    • Commerce explicitly linked mineral price volatility to underinvestment in US and allied mining and processing capacity.
    • National security finding was made under Section 232, yet the remedy chosen was negotiated trade tools, not tariffs.
    • USTR and Commerce have been tasked to design trade-restrictive mechanisms centred on administratively set price floors.
    • Legal uncertainty currently centres on how any border-adjusted price floor will be benchmarked against China-based reference prices.

    Our Take

    Project Vault’s $10 billion US Export-Import Bank facility sits at the upper end of state-backed critical minerals support in our Policy coverage, signalling that Washington is prepared to deploy export-credit scale tools rather than rely solely on tax incentives or DFC-style project finance.

    Linking Project Vault to BHP’s $18 billion Vicuna copper build in Argentina underlines that US security-of-supply strategies will increasingly hinge on third-country assets, which may complicate permitting and community-risk allocation for operators looking to qualify under US-origin or ‘trusted partner’ rules.

    The related Section 232 piece on processed critical minerals (28 January 2026) shows the US leaning towards supply agreements over tariffs for copper and silver, suggesting that projects tied into Vault-style stockpiles could gain preferential offtake visibility rather than pure price protection.

    Geotechnical Software for Modern Teams

    Centralise site data, logs, and lab results with GEODB-io, CMRR-io, and HYDROGEO-io.

    No credit card required.

    • Save and export unlimited calculations
    • Advanced data visualisation
    • Generate professional PDF reports
    • Cloud storage for all your projects

    Prepared by collating external sources, AI-assisted tools, and Geomechanics.io’s proprietary mining database, then reviewed for technical accuracy & edited by our geotechnical team.

    Related Articles

    Construction Leadership Council board expansion: policy and skills lens for engineers
    Policy
    about 16 hours ago

    Construction Leadership Council board expansion: policy and skills lens for engineers

    The Construction Leadership Council board is being expanded from nine to 15 members as government scraps its separate construction advisory panel, adding civil service figures including NISTA chief executive Becky Wood and Cabinet Office markets director Clare Gibbs alongside industry sponsor for people & skills Mark Farmer. New seats are allocated to each of the four strategic workstreams and four sector groups, bringing in ICE director general Janet Young for infrastructure, HBF chief executive Neil Jefferson for house-building, NHIC chief executive Anna Scothern for domestic RMI, and Scape chief executive Mark Robinson for places, assets and commissioning. A new health, safety & wellbeing group led by Berkeley Group’s Karl Whiteman and the planned 2026 CLC Strategy and Construction Industry Workforce Plan signal tighter central government influence over construction policy and skills planning.

    WA ‘Kelly’s Law’ hit-and-run reforms: policy signals for road engineers
    Policy
    1 day ago

    WA ‘Kelly’s Law’ hit-and-run reforms: policy signals for road engineers

    Western Australia will amend the Road Traffic Act 1974 under “Kelly’s Law” to impose tougher, longer licence disqualifications on hit-and-run drivers who flee serious or fatal crashes. The reforms will target offenders who fail to stop and render assistance, preventing them from regaining a licence for extended periods and, in some cases, permanently. For road and traffic engineers, the move signals continued policy emphasis on driver behaviour and enforcement rather than geometric or asset changes to improve network safety outcomes.

    Antidumping duties and China’s playbook: pricing implications for critical minerals
    Policy
    1 day ago

    Antidumping duties and China’s playbook: pricing implications for critical minerals

    Antidumping duties under the US Tariff Act of 1930 are proposed as a floating “price-gap” mechanism to counter China’s below-cost exports of rare earths and other USGS-designated critical minerals, with duties rising automatically as Chinese export prices fall. Erik Groves, corporate strategy and in-house counsel at Morgan Companies, argues this would extend the logic of the US Department of Defence’s floor-price agreement with MP Materials at Mountain Pass without Washington acting as buyer of last resort. Coordinated antidumping actions by the US, EU, Canada, Australia, Japan and South Korea could establish de facto price floors across multiple Western markets.

    Related Industries & Products

    Mining

    Geotechnical software solutions for mining operations including CMRR analysis, hydrogeological testing, and data management.

    CMRR-io

    Streamline coal mine roof stability assessments with our cloud-based CMRR software featuring automated calculations, multi-scenario analysis, and collaborative workflows.

    HYDROGEO-io

    Comprehensive hydrogeological testing platform for managing, analysing, and reporting on packer tests, lugeon values, and hydraulic conductivity assessments.

    GEODB-io

    Centralised geotechnical data management solution for storing, accessing, and analysing all your site investigation and material testing data.

    AllGeotechnicalMiningInfrastructureMaterialsHazardsEnvironmentalSoftwarePolicy