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
    AllGeotechnicalMiningInfrastructureMaterialsHazardsEnvironmentalSoftwarePolicy
    Projects
    Contract Award

    US$12bn US critical minerals reserve: supply and offtake signals for miners

    February 3, 2026|

    Reviewed by Joe Ashwell

    US$12bn US critical minerals reserve: supply and offtake signals for miners

    First reported on Australian Mining

    30 Second Briefing

    The US Government has launched a US$12 billion strategic critical minerals reserve, mirroring Australia’s national stockpile approach to secure supplies of lithium, rare earths and other battery and defence inputs. Funding will support long-term offtake contracts, stockpiling and processing capacity within US borders, reducing exposure to Chinese-controlled refining and midstream bottlenecks. For Australian miners, particularly in spodumene, nickel and rare earth projects, the move signals stronger demand for US-aligned supply with potential for co-funded downstream processing and joint venture refineries.

    Technical Brief

    • Mechanism centres on government-backed offtake contracts to underwrite mine, concentrator and refinery financing.
    • Policy explicitly targets defence, grid storage, and EV supply chains as priority end‑use sectors.
    • Stockpile management will require certified traceability of origin and processing route for each mineral batch.
    • Long‑term contracts are expected to favour projects with integrated mining–processing flowsheets over raw concentrate exporters.
    • For non‑US projects, bankability may hinge on aligning product specs with US midstream plant requirements.

    Our Take

    Linking a US strategic stockpile to the ‘critical minerals’ theme that also underpins Wyloo’s Eagle’s Nest project in Ontario suggests that high-grade underground deposits in stable jurisdictions may see stronger offtake and financing interest as governments move from policy signalling to reserve-backed procurement.

    Within the 115 Policy stories in our database, only a subset involve explicit reserve-building or stockpiling, so a US move on critical minerals at this scale is likely to sharpen price and security-of-supply assumptions in project studies for Australian and North American developers.

    For Australian operators covered by Australian Mining, parallel policy moves in both Australia and the United States increase the odds that long-term contracts for critical minerals will carry strategic rather than purely commercial terms, which can support marginal projects or higher-cost jurisdictions if they meet security-of-supply criteria.

    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.

    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.