US rare earth strategy is shifting from securing ore to controlling processing, with Aclara Resources’ Virginia Tech pilot and planned Louisiana separation plant illustrating a policy pivot towards domestic heavy rare earth separation for dysprosium and terbium used in EVs, wind and defence. Patricio Faúndez, economics leader at GEM Mining Consulting, notes Washington is now deploying price floors, equity stakes and long-term offtakes—tools long associated with China—to de-risk capital-intensive plants. The emerging model favours allied feedstock plus US-based processing, redistributing supply risk across jurisdictions rather than eliminating it.

Difficulties implementing mandatory Biodiversity Net Gain (BNG) are slowing housing projects, with a Home Builders Federation survey of 80 firms finding 84% still struggle with BNG and 80% reporting planning delays while local authorities review biodiversity assessments. Sixty per cent said BNG has deterred them from pursuing sites that would previously have been viable, citing policy uncertainty, inconsistent application of requirements and cumulative regulatory cost. Some capacity issues are easing, with reported shortages of in-house expertise down from 79% to 66% and adequate off-site biodiversity unit supply up from 31% to 47%.

National Infrastructure and Service Transformation Authority (Nista) CEO Becky Wood marks the body’s first year by stressing its role in setting long-term, cross-sector infrastructure priorities and giving earlier, clearer signals to project promoters. She points to Nista’s statutory remit to advise on nationally significant schemes and its work to align major rail, road and energy investments with a single pipeline. For consultants and contractors, this signals more emphasis on whole-life value, standardised business cases and earlier engagement on scheme scope and risk.