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    US SECURE Minerals Act: supply-chain and project signals for mine planners

    January 21, 2026|

    Reviewed by Tom Sullivan

    US SECURE Minerals Act: supply-chain and project signals for mine planners

    First reported on MINING.com

    30 Second Briefing

    US lawmakers have introduced the bipartisan SECURE Minerals Act to create a $2.5 billion Strategic Resilience Reserve (SRR) for critical minerals, directly targeting China’s control of over 60% of mined rare earths and about 90% of processing. The SRR would be run as an independent government corporation with a seven-member presidentially appointed board, prioritising US domestic projects, recycling and unconventional feedstocks, and materials where US import dependence is near 100%. Lawmakers are pushing to attach the measure to the US National Defense Authorization Act, signalling long-term policy backing for non-Chinese rare earth, lithium, graphite and cobalt supply chains.

    Technical Brief

    • SECURE Minerals Act creates a new statutory authority for a US$2.5 billion strategic reserve, separate from legacy stockpiling laws.
    • Governance is via an independent government corporation with a seven‑member, Senate‑confirmed presidential board.
    • Legislative sponsors span both chambers: Senators Shaheen and Young, Representatives Wittman and Moolenaar.
    • House Committee on Natural Resources is preparing a mark‑up; Senate aims to attach the bill to the NDAA.

    Our Take

    The proposed US$2.5 billion Strategic Resilience Reserve for critical minerals would be one of the larger state-backed stockpiling moves in our policy coverage, signalling to upstream projects in the USA that offtake risk could be partially socialised for materials like rare earths, lithium and graphite.

    Given China’s control of over 60% of mined and about 90% of processed rare earths, US-based developers such as USA Rare Earth are likely to find it easier to justify higher-cost domestic processing flowsheets if they can qualify into a government-backed reserve rather than relying solely on commercial demand.

    With Rio Tinto, Vale and US agencies like the DFC all named in the policy context, the SECURE Act framework points towards a blend of domestic stockpiling and outward-facing finance, which could channel US capital into allied copper and iron ore jurisdictions such as Brazil to secure non-Chinese supply chains.

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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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