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    US EXIM’s $100bn critical minerals push: project finance lens for mine planners

    November 24, 2025|

    Reviewed by Joe Ashwell

    US EXIM’s $100bn critical minerals push: project finance lens for mine planners

    First reported on MINING.com

    30 Second Briefing

    US EXIM will deploy up to $100 billion into critical minerals and energy projects, with chair John Jovanovic naming Egypt, Pakistan and Europe as the first tranche of target regions. Funding will back US-linked supply chains for battery metals, rare earths and energy infrastructure, using long-tenor export credit and loan guarantees to de-risk large projects. Developers of copper, lithium and rare earths with US offtake or equipment content in these regions are likely to see improved access to project finance.

    Technical Brief

    • Structuring is expected to accommodate large, multi-phase developments with staged drawdowns and grace periods.
    • For similar projects, EXIM backing can materially reduce political and commercial risk premia in frontier jurisdictions.

    Our Take

    US EXIM’s focus on critical minerals and energy positions it alongside several other Mining pieces in our database where state-backed lenders are emerging as key financiers for non-Chinese supply chains into Europe.

    Targeting countries such as Egypt and Pakistan suggests this capital is likely to favour greenfield or early-stage critical minerals projects where commercial banks are still cautious, which can materially de-risk first-mover developers.

    With 74 keyword-matched pieces touching critical minerals and energy, this move by US EXIM signals that access to concessional or policy-driven finance is becoming as important as ore grade or jurisdictional risk in project bankability assessments.

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    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.

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