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

    Trump’s $18.6B critical minerals push: rare earths bias and gaps for project teams

    May 12, 2026|

    Reviewed by Tom Sullivan

    Trump’s $18.6B critical minerals push: rare earths bias and gaps for project teams

    First reported on MINING.com

    30 Second Briefing

    US federal critical minerals support under the Trump administration has reached about $18.6 billion across 60 financings, with roughly $15.9 billion in loans, $2.1 billion in equity and $615 million in grants, but BMO Global Commodities Research says the allocation is heavily skewed to rare earths despite their modest $3.5 billion global market. Major rare earth packages include a $565 million DFC facility for Brazil’s Serra Verde, USA Rare Earth’s planned $2.8 billion acquisition of the asset, and a $400 million US DoD stake in MP Materials. By contrast, tungsten projects such as Fireweed Metals’ Mactung and Northcliff Resources’ Sisson have received only about $15–16 million each, with antimony, nickel, cobalt, tantalum and tin seeing minimal support, signalling continued funding gaps for non-REE critical metals.

    Technical Brief

    • Funding is being channelled via the One Big Beautiful Bill Act, EXIM, DFC and CHIPS Act.
    • BMO counts 60 discrete project financing instances underpinning the US$18.6 billion commitment envelope.
    • Analysts describe the US as having “hundreds of billions” of potential critical-mineral finance still untapped.
    • Chinese state-led rare earths investment dates back to 1964, with key separation breakthroughs in the 1980s.
    • Global 2024 rare earth sales were about US$3.5 billion versus >US$300 billion for copper.
    • Graphite One could receive ~US$2.1 billion from EXIM, mainly for an Ohio anode plant.
    • Remaining Graphite One funding would support the Graphite Creek upstream project in Alaska.
    • Tungsten’s primary use is cemented carbides for cutting/drilling tools and high-density aerospace and defence alloys.

    Our Take

    The $565 million DFC package for Serra Verde and the prospective $2.1 billion EXIM support for Graphite One are unusually large single-asset exposures in our Policy coverage, signalling that US agencies are willing to underwrite full mine-plus-processing chains for rare earths and graphite rather than just incremental expansions.

    With copper’s 2024 market value (~$300 billion) dwarfing rare earths (~$3.5 billion) and even lithium and uranium, the emphasis on rare earth and graphite projects such as Serra Verde and Graphite Creek reflects a security-of-supply logic rather than market-size optimisation, which could divert concessional capital away from more liquid base-metal markets in Chile, Canada and the USA.

    The focus on Yukon’s Mactung and New Brunswick’s Sisson tungsten–molybdenum projects in the same policy frame as US-based Graphite Creek suggests that North American critical-mineral strategies are being built around a multi-jurisdictional block (Canada–USA) rather than purely domestic sourcing, which has permitting and infrastructure implications for cross-border supply chains.

    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

    Trump emergency order on Colorado coal plant: reliability lens for engineers
    Policy
    1 day ago

    Trump emergency order on Colorado coal plant: reliability lens for engineers

    Trump’s Department of Energy has issued an emergency order compelling Tri-State, Platte River Power Authority, Salt River Project, PacifiCorp and Xcel’s Public Service Company of Colorado to keep Craig Station Unit 1 available for dispatch by the Southwest Power Pool, despite its planned closure at end‑2025. The directive, in force until 26 September, follows two earlier emergency orders in December 2025 and March 2026 and comes as DOE cites 17 GW of coal capacity retained in 2025. NERC’s 2025 Long-Term Reliability Assessment flags the WECC‑Rocky Mountain region’s ageing thermal fleet and supply-chain constraints as key outage risks.

    Hinkley Point C bullying concerns: ONR stance and oversight takeaways for engineers
    Policy
    1 day ago

    Hinkley Point C bullying concerns: ONR stance and oversight takeaways for engineers

    Regulator says additional scrutiny was not required over Hinkley Point C bullying concerns, rejecting an MP’s claim that oversight of the 3.2GW EPR nuclear project in Somerset had been intensified because of workplace culture issues. The Office for Nuclear Regulation maintains that its existing safety and quality assurance regime for Hinkley Point C, including routine inspections of civil works and nuclear island construction, was sufficient without a specific bullying-related intervention. For contractors and designers on UK nuclear sites, the dispute signals that behavioural and HR concerns will be managed largely through existing licence conditions rather than separate technical scrutiny.

    GCA £4.2bn construction services framework: key takeaways for engineers
    Policy
    2 days ago

    GCA £4.2bn construction services framework: key takeaways for engineers

    The Government Commercial Agency has launched a £4.2bn, four-year cross-government framework for construction professional and advisory services, open to central departments, local authorities and wider public sector clients. The framework is intended to streamline procurement of multidisciplinary design, project management, cost consultancy and technical advisory support for major infrastructure, building and regeneration programmes. Civil and geotechnical engineers can expect more standardised scopes, repeatable NEC-based call-off contracts and stronger pipelines for public sector workload across transport, flood, education and health projects.

    Related Industries & Products

    Mining

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

    Construction

    Quality control software for construction companies with material testing, batch tracking, and compliance 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